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Charitable Strategies for Professional Advisors Archives

2023

January – Smart Charitable Strategies for 2023

2022

December – The Alphabet Soup of Charitable Giving
November – Strong Year-End Giving in a Bear Market: Giving Smarter
October – Hanging in There: A Message for the Charitably Inclined
September – Hot Topics: Interest Rates, Inflation, the IRS & Inherited IRAs
August – Back to Basics: Ways to Work with the Community Foundation
July – The Community Foundation Edge
June – Making a Plan for Retirement to Include Charitable Giving
May – SECURE Act In Senate – 5 Reminders About QCDs
April – SECURE ACT 2.0 Almost to the Finish Line
March – Winds of Change and Headwinds: Legislation and Inflation
February – What Happened to Tax Reform?
January – Happy New Year!

2021

December – Donor Advised Funds
November – Qualified Charitable Distributions for 2021
October – Donating Privately Held Business Interests
September – Private Foundations vs. Supporting Organizations
August – Charitable Bequests: The Language
July – Fund Types: What to Use and When

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The Oklahoma City Community Foundation serves central Oklahoma

Since 1969, the Oklahoma City Community Foundation has worked with donors to create charitable funds that benefit our community both now and in the future. Learn about our mission and more.


EIN: 23-7024262

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