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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?

Prep Your Clients for Next Tax Season

Prep Your Clients for Next Tax Season

Prep Your Clients for Next Tax SeasonCongratulations! You've officially made it to the end of another tax season! As you reflect on all the work done over the past few months, you may be asking yourself, "How can I help my clients save more next year?" We've compiled...

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Tax Time Blues: Why Is This So Hard?

Tax Time Blues: Why Is This So Hard?

Tax Time Blues: Why Is This So Hard?Tax time can be stressful for your clients for several reasons, and this year is no exception: A shifting legislative environment is making it difficult for you and your clients to update financial plans and tax strategies with...

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Gifts of Real Estate: Watch Every Step

Gifts of Real Estate: Watch Every Step

Gifts of Real Estate: Watch Every StepBy Lindsay Laird, Vice President of Philanthropic ServicesWe’re hearing from more and more attorneys, accountants and financial advisors that your clients are expressing interest in giving real estate to charity as a way to extend...

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Your Philanthropic Resource

2023 Chartered Advisor in Philanthropy reception at OCCF

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.

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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.

How Can We Help You?

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Lindsay Laird


Vice President of Philanthropic Services

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Julie Dais, CAP®


Director of Gift Planning

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Megan Davis, J.D.


Director of Gift Planning

OCCF will be closed in observance of Christmas from Tuesday, Dec. 24 through Wednesday, Dec. 25.

We will reopen at 8:30 a.m. on Thursday, Dec. 26. Happy Holidays from all of us to you!

Scholarship applications close soon! 

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Due to inclement weather, OCCF is closing at 12 p.m. on Thursday, Jan. 9 through Friday, Jan. 10.

We will reopen at 8:30 a.m. on Monday, Jan. 13. Please remain safe and warm.

OCCF will be closed in observance of Martin Luther King, Jr. Day on Monday, Jan. 20.

We will reopen at 8:30 a.m. on Tuesday, Jan. 21. Best wishes from all of us to you!

Due to inclement weather, the 2/19 Endowed Nonprofit Training: Leveraging Support has been canceled.

Please stay safe and warm.

OCCF