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.

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.

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.

GiveSmartOKC

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.

June 19 | Value of Transparency
Register online.
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.