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

April 25, 2019 @ 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, 2019 @ 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, 2019 @ 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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February 2020

Black Gold: Gifts of Oil & Gas Interests Made Simple

February 6, 2020 @ 11:30 am - 1:00 pm
Oklahoma City Community Foundation, 1000 N. Broadway Ave.
Oklahoma City, OK 73102 United States

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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July 2020

Lessons Learned and Looking Ahead: A discussion of the trials and triumphs of navigating a global pandemic

July 16, 2020 @ 11:30 am - 1:00 pm
Via Zoom, Online
Free

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…

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October 2020

Sticks, Gifts, and Reservations

October 8, 2020 @ 11:30 am - 1:00 pm
Via Zoom, Online
Free

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…

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November 2020

Elections and the Economy: How Everyone and Everything will be Impacted

November 19, 2020 @ 11:30 am - 1:00 pm
Via Zoom, Online
Free

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…

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February 2021

ECON(omy) 2021 – What happens now?

February 18 @ 11:30 am - 1:00 pm
Via Zoom, Online
Free

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…

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July 2021

“Caring for Loved Ones with Capacity and Competency Loss”

July 15 @ 11:30 am - 1:00 pm
Oklahoma City Community Foundation, 1000 N. Broadway Ave.
Oklahoma City, OK 73102 United States

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.

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November 2021

Nonprofit Sector Update with Marnie Taylor

November 18 @ 11:30 am - 1:30 pm
Via Zoom, Online

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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