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?
Charitable Giving Can Help Bridge Generations’ Differing Definitions of “Wealthy”
Charitable Giving Can Help Bridge Generations' Differing Definitions of WealthyThe recently-released Bank of America Private Bank Study of Wealthy Americans's insights into shifting views on wealth and the disconnect on inheritance expectations make it a must-read, or...
What Now? Why the Elections Won’t Immediately Change Tax Laws
What Now? Why the Elections Won't Immediately Change Tax LawsMany eyes are on the election aftermath seeking clues about what might happen to the tax laws. Of particular interest is the much-analyzed sunset of the higher estate tax exemption, scheduled for the end of...
Wanted: A Crystal Ball
WANTED: A Crystal BallHumans crave certainty, and that is certainly not what this election season is providing, especially where taxes are concerned. Your clients who support charitable causes may be wondering how the election outcomes might impact their philanthropic...
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.
