How We Work
OCCF’s Julie Dais meets with Advisor Max Rhodes, Full Sail Capital.
We’re the Philanthropy Experts
Our team has been partnering with professional advisors for more than 50 years, and we pride ourselves on working together to meet your clients’ charitable goals every single day.
What’s New in Charitable Giving?
Gifts of Real Estate: Watch Every Step
We’re hearing from more and more attorneys, accountants and financial advisors that your clients are expressing interest in giving real estate to charity. This is wonderful news! You’re certainly aware that gifts of real estate to a fund at the Community Foundation,...
Closely-Held Stock is Having a Moment
Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation, if that is your client’s goal, but gifts of stock can...
How Much Is Enough?
How much is enough?? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes concerned that leaving millions of dollars, or even hundreds of thousands, to their...
Your Philanthropic Resource
2023 Chartered Advisor in Philanthropy reception at OCCF
Chartered Advisor in Philanthropy
The Chartered Advisor in Philanthropy (CAP ®) program is a year-long series of 16 classes that guide you through three graduate level courses that teach professional advisors how to best help clients reach their charitable, estate planning and wealth management goals. By integrating law, accounting, financial and planned giving professions, the Community Foundation promotes an inter-disciplinary approach to most effectively achieve your clients’ goals.
Who Should Consider CAP?
- Experienced advisors whose clients are considering gifts within a financial, business exit or estate plan.
- Gift planners serving high-capacity donors, typically in the areas of major or planned gifts.
Contact Joe Carter at j.carter@occf.org or (405) 606-2914 to learn more.
Newsletter
This monthly newsletter written just for you dives deep into the latest trends in philanthropy, tax law updates and giving tools and terms.
Educational Resources
At the Community Foundation, we are committed to educating professional advisors in our community on the advantages of charitable giving and ways your clients can make a difference. In addition to offering tools for advisors and educational opportunities at the Community Foundation, we regularly present for community and professional organizations on the ins and outs of planned giving.
