Advisors
OCCF’s Director of Gift Planning Megan Davis with Madison Chaney and Colby Haggard at Legacy & Succession.
Working with OCCF
We work with attorneys, CPAs, financial planners, trust officers and other professional advisors to help facilitate their clients’ charitable giving. Our knowledgeable staff can help you structure a giving plan that provides the maximum tax advantages and meets your clients’ charitable and financial goals.
Making an Impact with Professional Advisors
At the Oklahoma City Community Foundation, we are proud to have a staff of philanthropic experts, but we are only one of many stops on the road. Working with professional advisors across the state, we can attract new donors and ensure they receive the best possible service to reach their goals.
If you work with clients who need help with their philanthropic needs, join us and let our team help them create the impact they desire for future generations.