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.
April 12 – Charitable Gift Annuities (CGAs)
Charitable gifts that benefit your organization and yield annuity payments to your donors.
Time: 11:30 a.m. – 1 p.m., lunch provided.
Location: @ OCCF
Cost: FREE for charitable organization endowment program participants, must register to attend.
Questions: Please contact Gayle Farley at 606-2910.
May 9 – Charitable Remainder Trusts (CRTs)
Charitable gifts that create a lifetime income stream and tax-savings for donors.
June 7 – Advanced Planning
Creative giving strategies including charitable lead trusts and retained life estate gifts.
July 12 – Marketing Donor-Centered Gifts
Marketing tips and techniques to connect with your donors and inspire them to think about additional giving options.
Aug. 9 – Case Studies
Review real case studies to understand how to work with a donor to determine the best type of giving vehicle to recommend and why.