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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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.…
Find out more »July 2020
Lessons Learned and Looking Ahead: A discussion of the trials and triumphs of navigating a global pandemic
Moderator: Ginny Bass Carl, J.D. CAP, Giving Well, LLC, nonprofit consultant Join this candid conversation about the challenges and successes of working and serving others during a global pandemic. We want to hear from you what you’ve learned, how you’ve…
Find out more »October 2020
Sticks, Gifts, and Reservations
Speaker: Katheleen Guzman, Dean, University of Oklahoma College of Law Summary: Join us for a thorough discussion led by Katheleen Guzman, Dean of the OU College of Law. Dean Guzman will be discussing the transfer of property in the context…
Find out more »November 2020
Elections and the Economy: How Everyone and Everything will be Impacted
Speaker: Brian Henderson, Chief Investment Officer, Bank of Oklahoma Financial Topic: The outcomes of the 2020 US election are sure to massively impact the economy, investment projections, and global financial markets. What will be the immediate and lasting effects? Who…
Find out more »February 2021
ECON(omy) 2021 – What happens now?
Speaker: Dr. Russell R. Evans, professor of Economics at Oklahoma City University Topic: The tumultuous year that was 2020 is over but its impact is not. Join us as we learn from an expert in the field of economics what…
Find out more »July 2021
“Caring for Loved Ones with Capacity and Competency Loss”
Panelists, Lynn Bilodeau, attorney; Mike Giese, Purview Life; and Claire Dowers-Nichols, gerontologist and executive director of Healthy Living OKC; will answer questions and discuss the plethora of issues that arise when taking care of our aging family members and friends.
Find out more »November 2021
Nonprofit Sector Update with Marnie Taylor
The Oklahoma Association of Charitable Gift Planners invites you to join us for “An Update on the Nonprofit Sector,” presented by Marnie Taylor, President and CEO of the Oklahoma Center for Nonprofits. This program will help our membership understand the…
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