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.

May 7 | Charitable Remainder Trusts (CRTs) *Please note this event has been rescheduled from May 9.
Register online.
Charitable gifts that create a lifetime income stream and tax savings for donors.
June 13 | Advanced Planning
Creative giving strategies including charitable lead trusts and retained life estate gifts.
July 11 | Marketing Donor-Centered Gifts
Marketing tips and techniques to connect with your donors and inspire them to think about additional giving options.
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.

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.

May 15 | Guide to DonorCentral: Keeping Up With Your Endowment
Register online.
Totally technical session on how to use DonorCentral to keep up with your endowment value, pull reports and tap into your donor list.
July 17 | Your Endowment Resources
Learn how you can further engage with OCCF through planned giving resources, grants and matching gifts. Helping you help the community!
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.


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.

May 21 | GiveSmartOKC Update Session
Register online.
Join GiveSmartOKC manager Rachel Mouton as she helps attendees update and enhance their GiveSmartOKC profiles! Whether your profile needs to be updated to reflect new information, or your organization wants to enhance their profile by completing those supplementary sections, this free session will provide the one-on-one help you need to make your profile both current and attractive to potential supporters.

10 a.m. – 12 p.m.
MetroTech, 1700 Springlake Dr, Oklahoma City
Economic Development Building, Rm. 135

Note: Due to limited computer availability, this session is only open to the first 10 RSVPs.

June 19 | Value of Transparency
Simple ways to build trust through transparency with your GiveSmartOKC profile.
Aug. 21 | Keeping it Current
Learn more about the annual updates that need to be made to your GiveSmartOKC profile to keep it current and relevant.
Extended session: Is you 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.