How We Work
OCCF’s Julie Dais meets with Advisor Max Rhodes, Full Sail Capital.
We’re the Philanthropy Experts
Our team has been partnering with professional advisors for more than 50 years, and we pride ourselves on working together to meet your clients’ charitable goals every single day.
What’s New in Charitable Giving?
Donor-Advised Funds: Flexible, Tax-Friendly and That’s Just the Beginning
Donor-Advised Funds: Flexible, Tax-Friendly and That's Just the BeginningBy Julie Dais, CAP, Director of Gift PlanningAs attorneys, CPAs and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is...
Bunching: A Tax-Savvy Tool for Your Clients
Bunching: A Tax-Savvy Tool for Your ClientsBy Marlo Turner, CFRE, Director of Gift PlanningBunching: (verb) The technique a taxpayer uses to aggregate multiple years of charitable donations into one year to deliberately exceed the standard deduction. Synonyms:...
Three Clients. Three Solutions. One Common Theme.
Three Clients. Three Solutions. One Common Theme.By Marlo Turner, Director of Gift PlanningWe’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients...
Your Philanthropic Resource
2023 Chartered Advisor in Philanthropy reception at OCCF
Chartered Advisor in Philanthropy
The Chartered Advisor in Philanthropy (CAP ®) program is a year-long series of 16 classes that guide you through three graduate level courses that teach professional advisors how to best help clients reach their charitable, estate planning and wealth management goals. By integrating law, accounting, financial and planned giving professions, the Community Foundation promotes an inter-disciplinary approach to most effectively achieve your clients’ goals.
Who Should Consider CAP?
- Experienced advisors whose clients are considering gifts within a financial, business exit or estate plan.
- Gift planners serving high-capacity donors, typically in the areas of major or planned gifts.
Contact Julie Dais at j.dais@occf.org or (405) 606-2902 to learn more.
Newsletter
This monthly newsletter written just for you dives deep into the latest trends in philanthropy, tax law updates and giving tools and terms.
Educational Resources
At the Community Foundation, we are committed to educating professional advisors in our community on the advantages of charitable giving and ways your clients can make a difference. In addition to offering tools for advisors and educational opportunities at the Community Foundation, we regularly present for community and professional organizations on the ins and outs of planned giving.
