Panel Discussion: What Should Non-Profits & Advisors Do Before and After a Donor/Client Passes – Procedures & DocumentationFebruary 1 @ 11:30 am - 1:00 pm
- April 26 @ 10:30 am - 1:00 pm
It is truly a privilege to serve as this year’s President of the Oklahoma Association of Charitable Gift Planners (OACGP). Our tagline says it best – Building betters communities through philanthropy. OACGP achieves this by offering excellent educational opportunities and relationship building with other professionals who are passionate about philanthropy, learning and networking.
Membership is open to estate and tax planning attorneys, accountants, trust officers, financial advisors, wealth managers, consultants, fundraising professionals, and nonprofit development officers. If you are not yet a member, I invite you to join OACGP. You may also come to our next event as a guest and see if OACGP is a good fit for you.
You will find 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.
P.S. Whenever possible, meetings qualify as continuing education for attorneys, CFP’s, CPA’s and CFRE’s.
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.