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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Private Foundations in Transition
April 25 @ 11:30 am - 1:00 pm
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Speaker: Andrea Kushner Ross, JD, LLM – Director, Wealth Strategies at Bernstein
Where to put the family philanthropic dollars? Private foundations, private operating foundations, donor advised funds and supporting organizations are charitable vehicles individuals and families can use to create social impact, reduce tax burdens and pass along values to family members. Learn the pros and cons of each and discuss examples, including which to use when.