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?
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...
Why the Interest in Charitable Gift Annuities?
Why the Interest in Charitable Gift Annuities?By Julie Dais, Director of Gift PlanningA Charitable Gift Annuity (CGA) provides a lifetime income stream, tax benefits and the opportunity to support charitable causes. This quarter, OCCF has received numerous calls from...
“If This, Then That” – Scenarios to Consider As Tax Time Approaches
"If This, Then That" - Scenarios to Consider as Tax Time Approaches As attorneys, CPAs and financial advisors, you know you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning strategies for the current year and...
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.
