Charitable Organization Endowment Training

Seeds of Planned Giving | Focus on Endowment | GiveSmartOKC

Seeds of Planned Giving

Exclusively for organizations with endowments at the Oklahoma City Community Foundation, the Seeds of Planned Giving Series will help you design and execute a planned giving program to boost your development efforts and provide long-term stability.

Time: 11:30 a.m. – 1 p.m., lunch provided.

Aug. 8 | Case Studies
Review real case studies to understand how to work with a donor to determine the best type of giving vehicle to recommend and why.

Register online.


Focus on Endowment

Exclusively for organizations with endowments at the Oklahoma City Community Foundation, Focus on Endowment workshops will teach you how to build and sustain your endowment fund to become a vital resource for your nonprofit’s future.

Time: 11:30 a.m. – 1 p.m., lunch provided.

Sept. 18 | Who Will Carry the Torch for Your Cause?
How do you institutionalize success? Learn how to put an endowment growth program together: identify individuals already within your organization to lead the charge, inspire renewed action and develop a culture of legacy and sustainability.


GiveSmartOKC

Open to all organizations with a GiveSmartOKC profile, these sessions will help you learn how to use this powerful resource to share your nonprofit’s story and stand out from the crowd.

Time: 11:30 a.m. – 1 p.m., lunch provided.

Aug. 21 | Keeping it Current
Register online.
Learn more about the annual updates that need to be made to your GiveSmartOKC profile to keep it current and relevant.
Extended session: Is your profile expiring? Bring your laptop and join us from 1-2:30 p.m. for a hands-on workshop to update your profile.
Nov. 6 | Using GiveSmartOKC to Build Your Endowment
Tips on how to use GiveSmartOKC as a development tool to build your endowment.