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?
“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...
Practical Giving Tools for 2025
Practical Giving Tools for 2025As we look ahead to what 2025, we know we can expect change, but what and where is yet to unfold. We yearn for certainty, and at OCCF, we've leaned on a variety of tools to provide that certainty for more than five decades. The...
2025 Roadwork Ahead: Drop a Pin at OCCF for Your Philanthropic Solutions
2025 Roadwork Ahead! Drop a Pin at OCCF for Your Philanthropic SolutionsAt the Community Foundation, we’ve recently been asked by attorneys, CPAs and financial advisors for a “road map” to determine which type of charitable planning tool is best for a particular...
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.
