Charitable Organization Endowment Training

Seeds of Planned Giving

Exclusively for organizations with endowments at the Oklahoma City Community Foundation, these sessions will help you learn the language of planned giving and develop a program to foster these strategic gifts. Registration for each session will open the day after the previous session.

All Sessions 11:30 a.m. to 1 p.m.
Lunch Included
@OCCF, 1000 N. Broadway Ave.

Jan. 16: Planned Giving 101
All the basics you need to know about donor-centered gifts, including tax benefits and donor psychology. Register online.
Feb. 19: The Easy Ask
All about bequests, including why they are an easy pursuit with your longtime donors.
Mar. 12: To Give and to Get
All about charitable gift annuities (CGAs) and why your nonprofit is losing out if you’re not offering them.
Apr. 16: Funds with Benefits
All about charitable remainder trusts (CRTs) and how your donors can receive tax savings and a lifetime income stream.
May 14: Level Up
Take your planning to the next level with creative giving strategies such as charitable lead trusts, retained life estate gifts and other tools for your donor-centered toolbox.
Jun. 18: Talk About It
Learn how to market donor-centered gifts, including leveraging your access to OCCF’s legacy giving site and other online tools.


Focus on Endowment

Exclusively for organizations with endowments at the Oklahoma City Community Foundation, these sessions will offer strategies to build and sustain your endowment fund to become a vital resource for your nonprofit’s future. Registration for each session will open the day after the previous session.

All Sessions 8:30 to 9:30 a.m.
Light Breakfast Included
@OCCF, 1000 N. Broadway Ave.

Jan. 29: Nonprofit Speed Dating
Visit with OCCF staff to learn how you can further engage through planned giving resources, grants and matching gifts. Register online
Mar. 25: Endowment 101
All about the basics of endowment and how to leverage this important resource for your nonprofit.
May 20: Case studies and Success Stories
We’ll look at organizations, large and small, who are killing it at the endowment game.
Jul. 29: Keeping up with Your Endowment
How to use DonorCentral and online tools to maximize your success.
Sep. 30: Making a Plan
A hands-on session offering a step-by-step guide on how to help you move past your obstacles and start an endowment growth campaign.


Open to all organizations with a GiveSmartOKC profile. Join us at one of our GiveSmartOKC update sessions to work on updating, completing or enhancing your GiveSmartOKC profile! Our GiveSmartOKC manager, Rachel Mouton, will be available to help ensure your profile is current and/or complete for the launch of the new GiveSmartOKC platform in Spring 2020!

Available Sessions
Thursday, January 9, 2020 – Room 110 & 112
Wednesday, January 15, 2020 – Room 110 & 135
Thursday, February 6, 2020 – Room 110 & 112
Thursday, February 13, 2020 – Room 110 & 135

Time: 9 to 11 a.m.
Location: Metro Technology Centers, 1900 Springlake Drive

Register online.