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.
► March 22
Crescendo Planned Giving Marketing Seminar (location TBD): Learn how to capture a combination of planned and current gifts for your organization using proven multichannel marketing strategies while using powerful analytics to find your best donor prospects and personalized blended gift donor proposals. This will be an off-site, all day event provided by Crescendo.
► April 13
Charitable Gift Annuities (CGAs): Charitable gifts that benefit your organization and yield annuity payments to your donors.
► May 11
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.
Location: Oklahoma City Community Foundation, 1000 N. Broadway Ave., Oklahoma City
Cost: FREE for charitable organization endowment program participants, must register to attend.
Questions: Please contact Gayle Farley at 606-2910.