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Search results for: Professional Advisors
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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Why the Interest in Charitable Gift Annuities?

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...

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Practical Giving Tools for 2025

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...

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Wanted: A Crystal Ball

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...

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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