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Planned Giving Services
The Oklahoma City Community Foundation actively works with donors and their professional advisors to facilitate their planned giving goals and objectives. The Oklahoma City Community Foundation provides a simple, flexible and efficient way to make a charitable estate gift.
Before reviewing the sample documents, please read our Planned Giving Guidelines. Please also see our Gift Acceptance Policy.
The Oklahoma City Community Foundation is pleased to now offer Legacy Giving, a free comprehensive section of our Web site that is devoted entirely to information and tools for estate gifts including bequests, trusts and charitable gift annuities. Legacy Giving offers important resources for both donors and their professional advisors as they discuss estate plans and charitable giving. Visit Legacy Giving.
Bequests
Suggested Language for Wills and Bequests
Charitable Gift Annuity Forms
One Life, Payment is Deferred
Two Lives, Joint and Survivorship, Funded with Jointly-Owned or Community Property, Payments are Deferred
Two Lives, Successive Interests, One Donor, Payments are Deferred
One Life, Immediate Payments
Two Lives, Joint and Survivorship, Funded with Jointly-Owned or Community Property, Immediate Payments
Two Lives, Successive Interests, One Donor, Immediate Payments
Charitable Remainder Trust Forms
One Life
Two Lives
Term of Years
For more information about planned giving options at the Oklahoma City Community Foundation, please contact Joe Carter at 405/606-2914 or Carla Pickrell at 405/606-2901.
