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?
One Big Beautiful Bill Act: Three Insights for Philanthropy
One Big Beautiful Bill Act: Three Insights for PhilanthropyBy Julie Dais, Director of Gift PlanningThe One Big Beautiful Bill Act (OBBBA) was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R....
Drilling Down, More Questions Than Answers: Pending Tax Legislation
Drilling Down, More Questions Than Answers: Pending Tax LegislationBy Julie Dais, Director of Gift PlanningThere’s little doubt that you’ve seen extensive news coverage of the "Big Beautiful Bill" (H.R. 1) that passed the House of Representatives by a 215-214 vote on...
CRTs: The Who, What, Where, When, Why and How?
CRTs: The Who, What, Where, When, Why and How?By Julie Dais, Director of Gift PlanningIf you’ve represented charitable families over the years, you’ve certainly heard the term Charitable Remainder Trust, or a CRT. You might have even helped clients set them up, but...
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.
