Young Professional Advisors
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16 Jan
07:30 AM event_repeat
Until
16 Jan, 08:30 AM
1h
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The Giving Connection: Stretching the IRA
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Oklahoma City Community Foundation
1000 N Broadway Ave, Oklahoma City, OK 73102 expand_more
Oklahoma City Community Foundation
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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…
Planned Giving 101
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…
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…
Converting to a Charitable Trust
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