Oklahoma Association of Charitable Gift Planners (OACGP) membership consists of estate and tax planning attorneys, CPA’s, trust officers, financial advisors, wealth managers, consultants and fund-raising professionals from the non-profit sector. This diverse group of individuals has shown a level of dedication toward planned giving while seeking to continue their education in the field. Whether you are new to the field or a seasoned vet, our meetings are designed to bring thought provoking concepts and technical strategies that each of us can use in our gift planning.
Our meetings are held on a Thursday from 11:30 am – 1:00 pm, with lunch beginning at 11:15, in the months of February, April, September and November at the Oklahoma City Community Foundation. Please click on the Meetings and Events tab to see details of upcoming meetings and speakers. Continuing education credit is provided for most meetings.
OACGP Mission Statement
Creating professional ethical partnerships committed to educating and fostering planned giving opportunities for the greater good of our community.
Board of Directors
Ginny Bass Carl, President
Michael P. Romero, Membership Chair / National Association of Charitable Gift Planners-Liason
Melinda Warren, Program Co-Chair
Joe Carter, Secretary, Program Co-Chair
David Hall, Treasurer, President-Elect
Christin Mugg, Mugg Scott & Winston
Dan Allen, World Vision
David Battles, Oklahoma United Methodist Foundation, Inc.
David Hall, Salvation Army
Daryl Lidia, Lidia Law Firm
Ginny Bass Carl, Oklahoma Medical Research Foundation
Joe Carter, Oklahoma City Community Foundation
Mike Romero, The Baptist Foundation of Oklahoma
Melinda Warren, Hughes Warren, Inc.
Steve Kaestner, Ironhorse Wealth Management
Amy Akins, American Cancer Society
Eric Gray, Oklahoma Disciples Foundation