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 2017
Things Don’t Always Go According to Plan: Early Termination of Planned Gift
Presented by Bill Zook.
Find out more »February 2018
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 Foundation
Find out more »April 2018
Basics of Legacy Marketing & Next Steps in Legacy Gifts for Professional Advisors and Charities
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…
Find out more »September 2018
Charitable Strategies for Business Owners
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.
Find out more »November 2018
November 13, 2018
“History of Philanthropy in Oklahoma“, featuring Dr. Bob Blackburn, Executive Director of the Oklahoma Historical Society. Please join us for an evening with Dr. Bob Blackburn as we learn more about philanthropy in our state over the years. As a…
Find out more »February 2019
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 »April 2019
Private Foundations in Transition
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 »September 2019
Law of Nonprofit Organizations
Speaker: Jeri D. Holmes, Esq., Nonprofit Solutions, P.C.
Find out more »November 2019
Professional Collaborations to Better Serve Individuals & Families for Senior Clients, Donors & Family Members
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…
Find out more »February 2020
Black Gold: Gifts of Oil & Gas Interests Made Simple
Speaker: Joe Hancock, VP and General Counsel, High Ground Advisors Mineral interests are a part of many client portfolios in our region. It’s very important that you know the ins and outs of managing these important minerals for your clients.…
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