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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November 2016

“Charitable Options for Retiring Farmers & Ranchers”

November 4, 2016 @ 10:00 am - 2:00 pm
St. Luke’s United Methodist Church, 222 NW 15th St.
Oklahoma City, OK 73103 United States

Presented by Johni Hays, JD. Guest fees are $25 per meeting – or join the Planned Giving Council by clicking here and selecting the Oklahoma Planned Giving Council. Please note there is a new location for this meeeting.  St. Luke’s Parking…

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February 2017

“Transitions and Helping People Through Them”

February 9, 2017 @ 11:30 am - 1:00 pm
Oklahoma City Community Foundation, 1000 N. Broadway Ave.
Oklahoma City, OK 73102 United States

Presented by Suzanne C. Wheeler, Partner & Senior Wealth Advisor, Mariner Wealth Advisors

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April 2017

“Charitable Giving with Life Insurance: the Good, the Bad, the Ugly”

April 20, 2017 @ 11:30 am - 1:00 pm
Oklahoma City Community Foundation, 1000 N. Broadway Ave.
Oklahoma City, OK 73102 United States

Speaker:  Bryan Clontz

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September 2017

The Amazing Alternative to Family Foundations and Donor Advised Funds…That No One is Talking About

September 8, 2017 @ 11:30 am - 1:30 pm
Oklahoma City Community Foundation, 1000 N. Broadway Ave.
Oklahoma City, OK 73102 United States

Presented by Lani Starkey.

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November 2017

Things Don’t Always Go According to Plan: Early Termination of Planned Gift

November 2, 2017 @ 11:30 am - 1:00 pm
Oklahoma City Community Foundation, 1000 N. Broadway Ave.
Oklahoma City, OK 73102 United States

Presented by Bill Zook.

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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 in Legacy Gifts for Professional Advisors and Charities

April 26 @ 10:15 am - 1:00 pm

Hank Zachry, President of Caswell, Zachry and Grizzard   Part 1: Keys to Successful Planned Gifts Marketing & Cultivation April 26 @ 10:15 – 11:15 a.m. This program is a free event. Lunch is not included. This program does not…

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September 2018

Charitable Strategies for Business Owners

September 13 @ 11:30 am - 1:00 pm
Oklahoma City Community Foundation, 1000 N. Broadway Ave.
Oklahoma City, OK 73102 United States

Speaker: Stephanie Buckley with Wells Fargo Topic: Charitable Strategies for Business Owners Notes: Presentation is approved for 1.5 hour of CE/CLE for CFP’s & Attorneys.

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