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OCCF Home > Types of Funds > Legacy Fund

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AFFILIATED COMMUNITY
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Lawton

Rural Oklahoma

Legacy Fund

A Legacy Fund at the Oklahoma City Community Foundation is the easiest and simplest way for an individual, family or even a corporation to create an endowment which supports their charitable interests and can be created with a minimum of $10,000.

The Legacy Fund becomes part of the endowment of the Oklahoma City Community Foundation and always carries the name of the individual donor or group which started the fund. Each year grants can be made from the fund to support charitable organizations in the community. The donor or advisors named by the donor recommend grants to specific charitable organizations from the annual spendable amount.

Below is a link to the Legacy Fund Policy Statement.

Legacy Fund Policy Statement in PDF Format (read by Adobe Acrobat - version 4.0 or higher)

Legacy Fund Agreement

To discuss establishing a Legacy Fund, please contact Joe Carter at 405.606.2914 or Jennifer Stewart at 405.606.2912.

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