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?
Walking Into the Sunset: Thoughtful Planning Now for Your Clients
Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax exemption from $13.61 million per person in 2024 to approximately $7 million in 2026 (including adjustments for inflation)....
Mixing Business with Charity: Due Diligence
In general, a community engagement strategy can be good for business, if well-executed. For example, almost half of consumers view a brand favorably when they support a charitable cause. Community engagement programs can help with employee retention, too. But what are...
Gifts of Appreciated Stock: Picking Favorites
You’re aware that donating highly appreciated stock to a fund at the Community Foundation offers significant advantages for your clients over making cash gifts. Communicating this benefit, however, can be challenging when clients have emotional attachments 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.
