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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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…Find out more »
Speaker: Bryan ClontzFind out more »
Presented by Bill Zook.Find out more »
Panel Discussion: What Should Non-Profits & Advisors Do Before and After a Donor/Client Passes – Procedures & Documentation
Panel: Steve Replogle of InvesTrust Stacey Spivey of Hartzog Conger Rhonda Godwin of Oklahoma City Community FoundationFind out more »
Profit and Purpose: If philanthropy is good business for corporations, should it be a planning tool for both you and your clients?
Speaker: Claire Chamberlain, Managing Director of Social Impact, BlackRock Come learn why social impact investing is essential for the future and how you can share it with your business and clients.Find out more »
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…Find out more »