How a Local Attorney Uses the Oklahoma City Community Foundation to Help His Clients Give Back

Oklahoma City attorney Steve Davis has worked closely with the Oklahoma City Community Foundation to offer charitable solutions to his clients for a number of years. As a tax estate planning lawyer, he says the Community Foundation’s expertise and knowledge of the community allows him to better serve his clients’ philanthropic interests.

“Because of the history here, the Community Foundation has great collective knowledge of the community, its resources and its needs,” Davis said. “They give clients a real sense of comfort in knowing that the administrative details are taken care of.”

Working with attorneys, accountants, financial advisors and estate planners is just one of the many ways the Oklahoma City Community Foundation is advancing philanthropy throughout the community. By providing these professionals with tools and resources to help their clients incorporate charitable giving into their estate plans, the Community Foundation hopes to help more people make a lasting impact on their community.

In addition to offering valuable services for clients, the Community Foundation also provides training and continuing education for professional advisors. Recently, 10 Oklahoma City metro-area financial professionals completed the Chartered Advisor in Philanthropy (CAP) graduate-level program that was hosted by the Oklahoma City Community Foundation. The year-long program, offered by Pennsylvania-based American College, integrates the professions of law, accounting, financial services and planned giving to teach a multi-disciplinary approach to help clients reach charitable giving objectives.

“The program’s graduates join a growing network of elite planners dedicated to making Oklahoma City area communities better places to live for generations to come,” said Joe Carter, Oklahoma City Community Foundation Vice President of Development.

Read more about the gift and estate planning services available through the Oklahoma City Community Foundation or contact Joe Carter, Vice President of Development, at 405/606-2914.