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 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, 2018 @ 10:30 am - 12:00 pm

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

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September 2018

Charitable Strategies for Business Owners

September 13, 2018 @ 10:30 am - 12:00 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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February 2019

Profit and Purpose: If philanthropy is good business for corporations, should it be a planning tool for both you and your clients?

February 14 @ 10:30 am - 12:00 pm
Oklahoma City Community Foundation, 1000 N. Broadway Ave.
Oklahoma City, OK 73102 United States

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.

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April 2019

Private Foundations in Transition

April 25 @ 10:30 am - 12:00 pm
Oklahoma City Community Foundation, 1000 N. Broadway Ave.
Oklahoma City, OK 73102 United States

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…

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September 2019

Law of Nonprofit Organizations

September 19 @ 10:30 am - 12:00 pm
Oklahoma City Community Foundation, 1000 N. Broadway Ave.
Oklahoma City, OK 73102 United States

Speaker: Jeri D. Holmes, Esq., Nonprofit Solutions, P.C.

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November 2019

Professional Collaborations to Better Serve Individuals & Families for Senior Clients, Donors & Family Members

November 7 @ 11:30 am - 1:00 pm
Baptist Foundation of Oklahoma, 3800 N May Avenue
Oklahoma City, OK 73112

Panelists: Brian Hill, MidFirst; Jeff Villio, Purview Life; Steve Kaestner, Ironhorse Wealth Management “Alone we can do so little; together we can do so much.” – Helen Keller Isn’t that the truth? Far too often we work independently from other…

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