It is truly a privilege to serve as President of the Oklahoma Association of Charitable Gift Planners (OKCGP), an organization focused upon increasing planned giving through educational opportunities and interactions with other professionals who are passionate about philanthropy.
OKCGP's mission is as follows:
- Creating professional ethical partnerships.
- Committed to educating and fostering planned giving opportunities for the greater good of our community.
OKCGP’s membership consists of estate and tax planning attorneys, accountants, trust officers, financial advisors, wealth managers, consultants and fund-raising and development professionals. The diversity of our membership provides for very interesting discussions and unique opportunities to meet individuals dedicated to planned giving. We strive to provide speakers and topics that will be interesting, applicable and educational to all members, regardless of profession, experience and education. Whenever possible, meetings qualify as continuing education for attorneys, CFP’s, CPA’s and CFRE’s.
If you are not a member of the OKCGP, I encourage you to contact any board member and/or come to our next meeting to determine if OKCGP can enhance your expertise in the field of planned giving and expand your professional network.
David Battles, 2016 President - Oklahoma Association of Charitable Gift Planners
Please join our council by visiting the National organization’s website and clicking “Join/Renew”. If you want to join the national organization (not required) be sure the first box “Individual National Membership” is checked. If you do not want to join the National organization uncheck the box. Then locate our council, organized alphabetically by state, and check the box. You will fill out your membership information and create a username and password. Please keep this username and password for future renewals. You may choose to pay with a credit card or check. If you need assistance please call the National office at 317-269-6274.