Seeds of Planned Giving

Seeds of Planned Giving logoThe Oklahoma City Community Foundation is pleased to once again offer the Seeds of Planned Giving series for participants in our charitable organization endowment program. Learn how a planned giving program can help provide long-term financial stability for your organization, while offering your donors flexible giving options. Our staff will provide easy-to-implement tips and best practices to help you design and execute a planned giving program to boost your development efforts.

Feb. 8 – Bequests
Simple ways to help your donors make charitable gifts through their will or trust.

Time: 11:30 a.m. – 1 p.m., lunch provided.

Location: Oklahoma City Community Foundation, 1000 N. Broadway Ave., Oklahoma City

Cost: FREE for charitable organization endowment program participants, must register to attend.

Register online.

Questions: Please contact Gayle Farley at 606-2910.

2018 Dates

Feb. 8 – Bequests
Simple ways to help your donors make charitable gifts through their will or trust.

March 14 – Crescendo Planned Giving Marketing Seminar (location TBD)
Best practices for marketing additional giving options to your donors. This will be an off-site, all day event provided by Crescendo.

April 12 – Charitable Gift Annuities (CGAs)
Charitable gifts that benefit your organization and yield annuity payments to your donors.

May 9 – Charitable Remainder Trusts (CRTs)
Charitable gifts that create a lifetime income stream and tax-savings for donors.

June 7 – Advanced Planning
Creative giving strategies including charitable lead trusts and retained life estate gifts.

July 12 – Marketing Donor-Centered Gifts
Marketing tips and techniques to connect with your donors and inspire them to think about additional giving options.

Aug. 9 – Case Studies
Review real case studies to understand how to work with a donor to determine the best type of giving vehicle to recommend and why.