Our Charitable Organization Endowment Program is the largest of its type in the United States with more than 360 nonprofit organizations participating. Below are the key services we provide those organizations:
Our long-term investment strategies and efficient management of the Charitable Organization Endowment Program funds provides for the future financial needs of the organization. See investment and distribution policies here.
Through Fund Portal, a secure online reporting service, a Charitable Organization Endowment Program organization’s staff and board members can view up-to-date gift history and financial statements for their endowment fund or funds.
We process all gifts and gift acknowledgements, provide each organization with an annual report of their fund(s) including gifts, distributions and investment performance. Fund representatives can also view this information online at any time via Fund Portal.
Development & Gift Facilitation
The Oklahoma City Community Foundation actively promotes the development of all endowment funds we administer. Specifically, Charitable Organization Endowment Program funds are promoted on an ongoing basis through publications, online via Central Oklahoma Charities – the region’s most comprehensive online nonprofit directory – and through our engagement with professional advisors.
Planned Giving Services
Our planned giving services and expertise are also available to organizations and their board members. We work with donors to facilitate both current and planned gifts and we administer both gift annuities and trusts that will benefit charitable organization endowment funds. Legacy Giving is our online planned giving resource for charitable organizations, donors and professional advisors that offers the latest information and tools for charitable estate gifts. Read more about our planned giving services here.
In addition to gifts of cash, we can facilitate a variety of non-cash gifts to benefit Charitable Organization Endowment Program participant funds. See types of gifts we accept here.
Online Giving Service
We also provide a secure online giving service through which donors can make gifts directly to Charitable Organization Endowment Program funds using a major credit card.
Through the online Charitable Organization Endowment Program participant Toolkit, we provide resources to help the Charitable Organization Endowment Program participants promote their organizations’ endowments to donors. The Toolkit also includes an archive of past E News, a monthly e-newsletter especially for program participants. E News features content on relevant nonprofit topics and charitable giving issues.
Training & CE Opportunities
We offer learning opportunities for participants of our Charitable Organization Endowment Program on a variety of topics including endowment development, planned giving training, IRS rules and regulations, financial management and best practices for nonprofit organizations. Learn more about our Seeds of Planned Giving and Focus on Endowment series for our endowed organizations and, new this year, sessions specifically for our GiveSmartOKC users to help you make the most of your GiveSmartOKC profile. Register online or contact Jennifer Meckling for more information.
Central Oklahoma Charities
Central Oklahoma Charities is an online directory of the more than 300 nonprofit organizations that participate in our Charitable Organization Endowment Program. Each directory page includes a brief overview of the organization’s mission, contact information and a link to the organization’s website. Each directory page also includes a link to our online giving page to encourage gifts to the organization’s endowment fund.
Want to join the program?
Any 501(c)(3) public charity organization serving Oklahoma can make an application to participate. Upon approval, an endowment can be started with a minimum $40,000 contribution from the organization itself, from a donor or a group of donors. You can review the fund policy here.
Kirkpatrick Family Fund Endowment Matching Grant Program
Charitable organizations establishing a new endowment fund or working to build an existing endowment at the Oklahoma City Community Foundation may qualify to participate in the Kirkpatrick Family Fund’s endowment matching grant program. The purpose of the program is to encourage organizations to plan for their future, to develop a reliable source of funding that supports mission and program goals, to support maintenance and operations of capital projects through endowment building and to engage a broad base of contributors from the community. For more information, please contact Jennifer Meckling.
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