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Welcome to Legacy Giving
The Oklahoma City Community Foundation is pleased to now offer Legacy Giving, a free comprehensive section of our Web site that is devoted entirely to information and tools for estate gifts including bequests, trusts and charitable gift annuities. Legacy Giving offers important resources for both donors and their professional advisors as they discuss estate plans and charitable giving.
For Professional Advisors
GiftLaw is designed to help professional advisors with the latest in estate planning. Features include the GiftLaw Calculator, Finance News section and private letter rulings.
GiftLaw Pro is a comprehensive charitable giving and tax information service that covers important gift planning topics. Each subchapter includes links to the Internal Revenue Code, Treasury Regulations, private letter rulings, revenue rulings, revenue procedures, Tax Court cases, Court of Appeals cases and Supreme Court cases. The information is updated quarterly.
Washington Hotline offers a daily update on both Congressional and federal agency activities that impact charitable giving and estate planning.
An eNewsletter designed specifically for professional advisors features the latest news from Washington, tax law updates, case studies and timely articles.
Donors and Professional Advisors: Bookmark www.occflegacy.org to go directly to the Legacy Giving section.
Personal Gift Illustrations allow a donor to enter personal information and immediately view a presentation that indicates both income and tax benefits of certain charitable gift options.
The GiftLegacy Presents Calculator allows an individual and their professional advisor to select from six gift options, enter personal information and view a friendly color illustration online and print off for future reference.
An eNewsletter for donors offers weekly news from Capitol Hill, a Savvy Senior column, example gift stories, financial news and timely articles. All delivered to your e-mail inbox free of charge.
Meet Our Donors offers stories of how individuals and families have worked with the Oklahoma City Community Foundation to create a legacy plan that benefits them and their community.