The Easy Ask: Bequests and Beneficiary Designations

Endowed Partners Trainings

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07 Feb 11:30 AM

Until 07 Feb, 01:00 PM 1h 30m

The Easy Ask: Bequests and Beneficiary Designations

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

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Planned Giving 101

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The Giving Connection: Stretching the IRA

Converting to a Charitable Trust

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

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 to know more about how to market your planned giving program across your many communications channels.

Lunch provided by the Community Foundation.

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07 Feb

The Easy Ask: Bequests and Beneficiary Designations

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