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Charitable Strategies for Professional Advisors Archives

2022

January – Happy New Year!
February – What Happened to Tax Reform?
March – Winds of Change and Headwinds: Legislation and Inflation
April – SECURE ACT 2.0 Almost to the Finish Line
May – SECURE Act In Senate – 5 Reminders About QCDs

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

2020

November – 2020 Is (Finally) Wrapping Up. How Are You Preparing Your Clients?
October – How Can Your Clients Support Nonprofits, Students and More?
August – A Philanthropic Community: How our Donors are Leaving Their Mark
July – Charitable Remainder Trusts and Farm Liquidations
June – Charitable Gift Annuity Payout Rates are Dropping
May – The Gift of a Smile: Something We Could All Use More of Right Now
February – What is our Best Kept Charitable Tool?
January – How One Conversation Yielded a $200,000 Legacy

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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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