Toolkit

The Toolkit is designed for the nonprofit organizations who participate in our Charitable Organization Endowment Program! This page was created to provide useful tools to help the organizations promote and develop their endowment fund.

The Toolkit provides the following:

  • Instructions on how to add links to your organization’s website to an online giving service via your Central Oklahoma Charities page and to Legacy Giving, our online planned giving resource for donors and professional advisors.
  • Fund Portal Guide
  • Past issues of E News, our monthly e-newsletter
  • Key OCCF staff contact information

Linking to Your Online Giving page

Each Charitable Organization Endowment has its own page on this website through the Central Oklahoma Charities directory. Central Oklahoma Charities is the area’s most comprehensive online directory of more than 300 nonprofit organizations. In addition to providing key information about the organization including website and e-mail links, each page also includes a link to our secure online giving service where donors can use a major credit card to make a charitable gift to your endowment.

Linking to Legacy Giving, an online planned giving resource

The Oklahoma City Community Foundation offers a free planned giving service on our website for both donors and professional advisors. If you’d like to offer planned giving resources for your donors you may want to add a link to our Legacy Giving page. Below is sample language to use with the link as well as the direct URL:

Our organization partners with the Oklahoma City Community Foundation to offer free planned giving tools for you and your professional advisor here.

Linking to Online Giving

We process credit card gifts to your endowment funds through our secure online giving service. If you have a link on your website to our online giving service you may want to check your link to ensure it’s going to the correct page.

Links from your website to our online giving form should be directed to:
https://donate.occf.org

Fund Portal Guide

Because you have an endowment fund at the Oklahoma City Community Foundation, you have access to our Fund Portal, an online reporting system that allows you to track gifts, review fund balances, gift history and financial statements. Fund Portal can be a very useful tool for keeping up with your endowment fund’s activities quickly and conveniently. This reference guide walks you through the system’s features.

Endowment News

Endowment News is our monthly e-newsletter that offers a capsule of the latest in nonprofit news, trends and resources.

2021
July – A Few BIG Things That Involve Our Charitable Organization Endowment Funds
June – How Donors Are Using GiveSmartOKC
May – We’re Making Significant Upgrades to How We Serve YOU
April – New GiveSmartOKC Updates and Answers to our most Frequently Asked Questions
March – How and When to Talk to Someone About Endowment
February – 3 Easy Hacks to Increase Organization Visibility in 2021
January – How did Charitable Giving Fare in 2020?

2020
December – 4 Easy Ways to Optimize Your Profile for 2021
November – Reimagine Year-End Giving For 2020
October – Saving Money and Increasing Gifts Through Donor Retention
September – The Best Time to Start an Endowment is 20 Years Ago…
August – Make Your GiveSmartOKC Profile Stand Out Above the Rest!
July – COE Distribution Checks are Coming Soon, but First We Need Your Help!
June – 5 GiveSmartOKC Features That Improve Your Communication
May – Good News for Your Endowment Fund!
April – Nonprofit Challenges and Opportunities Everywhere!
March – An Update on COVID-19
February – The 990: More Than an IRS Form
January – New Year, New Look!

Charitable Organization Endowment Publications

Accounting for Endowment Funds Held at Community Foundations
Charitable Organization Endowment Program Report
SB1070 – How to Comply
Charitable Organization Endowment Planned Giving Services and Resources

OCCF Staff Contact InformationFor general Charitable Organization Endowment questions, contact Jennifer Meckling at 405/606.2951.