Planned Giving 101

Endowed Partners Trainings

calendar_month

10 Jan 11:30 AM

Until 10 Jan, 01:00 PM 1h 30m

Planned Giving 101

place Oklahoma City Community Foundation 1000 N Broadway Ave, Oklahoma City, OK 73102 expand_more

Oklahoma City Community Foundation open_in_new

The Giving Connection: How OCCF Can Benefit Your Clients

Charitable Planning for Individuals, Businesses & Estates

Parks & Public Space Initiative Grant Info Meeting

Join us to learn more about our Parks & Public Space Initiative grant opportunity. We’ll discuss grant funding guidelines and eligibility as well as answer your questions. Let us know you're coming!

Access to Health Care Grant Info Meeting

Join us to learn more about our Access to Health Care iFund grant opportunity. We'll discuss grant funding guidelines and eligibility as well as answer your questions. Let us know how you're attending: I'll be…

The Giving Connection: Stretching the IRA

Converting to a Charitable Trust

The Easy Ask: Bequests and Beneficiary Designations

In this session, we’ll dive into bequests and beneficiary designations, including why they are an easy pursuit with your longtime donors. Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish…

Endowment Superstars

Hear from organizations that are killing it at the endowment game, with tales of exceptional gifts, excellent strategy and admirable discipline. Hosted in the Nancy B. Anthony Community Room; snacks and drinks will be provided.

Your Back Office

This session will lay out the capabilities OCCF offers to become your planned giving back office and how you can leverage this in cultivating gifts. Who should attend: Anyone associated with your organization, staff, board…

Keeping Up With Your Endowment

This session covers all the basics of endowment and how to leverage this important resource for your nonprofit. Who should attend: Staff or board members who wish to understand the Charitable Organization Endowment program at…

Starting the Conversation: How to Talk to Your Donors About Planned Gifts

This session introduces strategies for identification of planned giving prospects and how to prepare for your conversation. Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about…

The Giving Connection: LEGO Blocks of Giving

DAFs, Supporting Orgs and Private Foundations

This session covers all the basics you need to know about donor-centered gifts including tax benefits and donor psychology.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to leave a gift that can give back forever.

Lunch provided by the Community Foundation.

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10 Jan

Planned Giving 101

This session covers all the basics you need to know about donor-centered gifts including tax benefits and donor psychology.

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