Gifts to the Oklahoma City Community Foundation come in all forms. We will work with you and your clients to meet their individual giving needs.
Cash contributions may be in the form of cash, check, money order or cashier’s check.
- Mail to Oklahoma City Community Foundation, PO Box 1146, Oklahoma City, OK 73101-1146.
- Deliver to our office at 1000 N. Broadway Ave., Oklahoma City. Office hours are Monday-Friday 8:30 a.m.-5 p.m. (Directions)
Major credit cards may be used to make a gift to an existing fund through our secure online giving service.
Stocks, Bonds and Mutual Funds
Gifts of appreciated stock, bonds and mutual funds can offer a significant tax savings. Your clients receive a charitable deduction for the fair market value of the donated assets while avoiding capital gains tax. We have accounts at many brokerage firms and can easily facilitate the transfer of securities.
IRA Charitable Rollover
Now that the IRA charitable rollover is a permanent provision, we can work with you and your clients age 70½ and older who are interested in making a gift from their individual retirement account. Learn more here.
Life insurance policies can be used to make a charitable gift without a significant outlay of cash. We can help your clients designate their policy to create a charitable fund or to make a significant gift to an existing endowment.
Retirement Plan Assets
Your clients may use any retirement plan assets to establish a charitable fund or to give to an existing endowment. Retirement plan assets are subject to both estate tax and income tax. By designating a portion or all of the proceeds of their retirement assets to charity, a potential tax burden on heirs can be reduced. In addition, your client can name the Oklahoma City Community Foundation as the beneficiary of their retirement plan assets to establish a charitable fund upon death or to designate the assets to an existing endowment.
Real Estate and Real Estate Subject to a Life Estate
Real estate such as homes, acreages and business properties can be used to make a charitable gift at the appraised value. If appreciated, capital gains taxes may be avoided on the real estate appreciation. A retained life estate is a gift plan that allows your client to donate a personal residence (including a vacation home) or a farm to a fund at the Oklahoma City Community Foundation while retaining the right to live there for the remainder of their life or a specified period of time. Your client thereby receives a large income tax deduction and simplifies the administration of their estate upon death.
We accept gifts of individually-owned business assets including closely-held C-corp. and S-corp. stock, partnerships and LLCs.
Oil and Gas Interests and Royalty Interests
Using oil and gas working interests or royalty interests to make a charitable gift allows your clients to preserve liquid assets and reduces your taxable estate.
Royalty and Intellectual Property Rights
We can accept gifts of royalties or distribution rights for published works such as books, music, films, or other intellectual property.
Tangible Personal Property
We can accept gifts of artwork, jewelry or other household or personal property if the property can be sold for charitable benefit or transferred to another organization for use in its charitable purpose.
For more information, see our Gift Acceptance Policy.