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, 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.

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. Register online.
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.

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.


Register now to attend a Claim Your Profile or a Build Your Profile session. Each eight-person session is hosted at the Oklahoma City Community Foundation (1000 N Broadway Avenue). We will have laptops onsite and accessible to everyone.

Claim Your Profile. These sessions are designed to help returning GiveSmartOKC organizations claim their existing profile and navigate the new platform. Organizations must have had an up-to-date, published profile before February, 18, 2020, to claim their profile on the new platform.

  • Wednesday, March 4: 1 to 3 p.m.
  • Thursday, March 5: 9 to 11 a.m.
  • Friday, March 6: 1 to 3 p.m.
  • Tuesday, March 10: 10 a.m. to 12 p.m.
  • Friday, March 13: 9 to 11 a.m.
  • Tuesday, March 17: 1 to 3 p.m.
  • Thursday, March 19: 9 to 11 a.m.
  • Monday, March 23: 1 to 3 p.m.
  • Thursday, March 26: 9 to 11 a.m.

Build Your Profile. New to GiveSmartOKC? These sessions will help guide you through the process of building your profile. Our GiveSmartOKC manager will be available to answer questions.

  • Monday, March 9: 1 to 3 p.m.
  • Tuesday, March 24: 1 to 3 p.m.

Register online.