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Year-End Giving

We’re here for you.

Consider the OCCF experts for your year-end contributions and we’ll help you every step of the way.

Did You Know?

Tips from Joe Carter, VP of Development:

An outright gift to an organization can have an immediate impact on your favorite cause, generating tremendous support for current needs, but can be very short-lived. However, a gift to a nonprofit endowment, scholarship or one of our many program funds can impact our community for generations. Cash gifts provide the greatest maximum tax deduction. Gifting appreciated property such as securities allows you to forgo capital gains while receiving a charitable deduction for the full market value of the gift. When a charity receives an appreciated asset, they are not required to pay capital gains on the sale of the asset. If you are 70 ½ or older with a traditional IRA required to take a Required Minimum Distribution (RMD), you can use a Qualified Charitable Distribution (QCD). This is a gift made from your retirement account directly to an OCCF fund, which counts toward your RMD, but you don’t have to pay tax on the portion gifted. Lastly, if you have other assets such as oil and gas interest, real estate, closely-held stock, a vacation home or collectibles you no longer need, consider gifting to OCCF as we can accept any of those assets, which in turn may provide you a charitable deduction while making a gift that will last for generations.

Joe Carter

Important 2023 Deadlines

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December 1

Non-Cash Gifts  For gifts such as business or partnership interests, real estate/real property, or restricted securities, please contact Joe Carter or Rhonda Godwin to allow the necessary lead time and proper due diligence for processing these types of gifts.

IRA Rollovers & Qualified Distributions  Donors should contact their plan administrator to determine the necessary time to transfer assets to the Foundation.  To learn more about what fund types can receive contributions from an IRA, contact Joe Carter, Laura Moon or Jennifer Stewart.

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December 18

Publicly Traded Securities Donors should contact their broker as early as possible to initiate the transfer of stocks and mutual funds to ensure they are received by the Foundation no later than December 31.

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December 19

Grant Recommendations from Your Donor-Advised Fund   Donors making grant recommendations from funds at the Community Foundation are encouraged to do so by December 19 to ensure that your grant is received by the nonprofit by December 31. To make a grant from your fund, visit the Fund Portal or contact our offices. If you haven’t logged onto your online account yet, email fundportal@occf.org and we will be happy to get you set up!

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December 31

Donations by Check or Credit Card Checks must be postmarked by December 31 in order to qualify as a charitable contribution in the 2022 calendar year. Mail gifts to Oklahoma City Community Foundation, 1000 N. Broadway Ave., Oklahoma City, OK  73102 or make an online gift at donate.occf.org.

More Info

Reminder:
Donor Advised Funds are NOT eligible to receive Qualified Charitable Distributions from an IRA. However, IRA distributions may be received through a number of other funds at the Community Foundation, including our Scholarship Funds, Field of Interest Funds, Charitable Organization Endowment Funds or a Donor Designated Fund. We will be happy to help you direct your donations to a charity of your choice.

Looking for an advanced giving option? Donor Advised Funds continue to be great tools!
Many donors wanting to make an impact over the long term use their Donor Advised Funds as a charitable savings account, providing them the ability to grant to charitable organizations even when times are tough.  The Community Foundation can help those who are interested establish their own Donor Advised Fund and capitalize on its numerous benefits.

Contact Joe Carter at 405/606-2914 or any of our development and donor services team to create your own donor advised fund and begin – or continue – supporting the charitable organizations or areas that mean the most to you!

How Can We Help You?

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Lindsay Laird


Vice President of Philanthropic Services

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Jennifer Meckling, CFRM


Program Director

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Jennifer Stewart, CAP®


Donor Services Director

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Megan Davis, J.D.


Director of Gift Planning

Scholarship applications now open! 

OCCF