The Oklahoma City Community Foundation is pleased to once again offer the Seeds of Planned Giving series for participants in our charitable organization endowment program. Learn how a planned giving program can help provide long-term financial stability for your organization, while offering your donors flexible giving options. Our staff will provide easy-to-implement tips and best practices to help you design and execute a planned giving program to boost your development efforts.
Jan. 11: Planned Giving 101
Basics of planned giving and how it can benefit your organization.
Feb. 8: Bequests
Simple ways to help your donors make charitable gifts through their will or trust.
March 14: Crescendo Planned Giving Marketing Seminar (location TBD)
Best practices for marketing planned giving options to your donors. This will be an off-site, all day event provided by Crescendo.
April 12: Charitable Gift Annuities (CGAs)
Charitable gifts that benefit your organization and yield annuity payments to your donors.
May 10: Charitable Remainder Trusts (CRTs)
Charitable gifts that create a lifetime income stream and tax-savings for donors.
June 7: Advanced Planning
Creative planned giving strategies including charitable lead trusts and retained life estate gifts.
Time: 11:30 a.m. – 1 p.m., lunch provided.
Cost: FREE for charitable organization endowment program participants, must register to attend.
Questions: Please contact Gayle Farley at 606-2910.