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. Continuing education credit is provided for most meetings.

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February 2018

Panel Discussion: What Should Non-Profits & Advisors Do Before and After a Donor/Client Passes – Procedures & Documentation

February 1 @ 11:30 am - 1:00 pm

Panel: Steve Replogle of InvesTrust Stacey Spivey of Hartzog Conger Rhonda Godwin of Oklahoma City Community Foundation

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April 2018

Basics of Legacy Marketing & Next Steps

April 26 @ 10:30 am - 1:00 pm

There are two time slots for this meeting. 10:30-11:30 – Topic: “Basics of Legacy Marketing” 11:30-1:00 – Topic: “Next Steps”

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