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 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 »
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 »
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 »
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 »
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 »