Attorney Helps Create Educational Opportunities for Underserved Students
"I'm not just serving my clients' needs, I'm helping build a better community for future generations."

Attorney Kimberly Steele isn't shy about her passion for education. Her love of academics can be traced to her earlier days spent as house counsel for the Oklahoma City Public School District. Today, Kimberly offers estate planning services at her own law office in northeast Oklahoma City where she plays an even more critical role in advocating education throughout our community.

"Recently, I had the opportunity to assist a client keep his legacy alive as a professional musician by providing scholarship opportunities to underserved public school students," said Kimberly. "Creating estate plans like this is what inspires me to get up the next day and do it all over again."
 
The Oklahoma City Community Foundation's emphasis on practical implementation helps Kimberly construct estate plans for her clients that meet both their financial and charitable goals. Though her clients are the ones making a difference in the lives of others, Kimberly's heart is filled with joy knowing she provides an avenue for her clients to contribute to important charitable causes.  

"Education is the cornerstone for individual prosperity and community growth," said Kimberly. "By working with the Oklahoma City Community Foundation, I'm helping my clients create educational and financial opportunities that will help our community grow and prosper."  

Are you helping your clients fulfill their charitable passion? The Oklahoma City Community Foundation can help you offer the perfect giving avenue that will allow your clients to support not only their family, but also their community. Visit our website or contact Joe Carter at 405/606-2914 to learn more today!

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"No advisor wants to be in a position to tell their client to go online and give their credit card information to the cause of their choice - and enjoy the New Year's Eve party in the same sentence."

Hopefully by now, you've started discussing those year-end charitable gifts with your client. If you haven't, we encourage you to start as soon as possible to help your clients avoid last-minute mistakes, poor giving choices, resentment or regret. Learn how we can help you help your clients give back while saving on taxes at occf.org/yearend.


Jill has finally completed her will. Her durable power of attorney for health care and a living will are accompanied by a HIPAA release and all of her records are safely in place and carefully organized. She is finished with her estate planning! Or is she? Will there be changes in the circumstances of her family that should lead her to review the plan? Could some events cause her to need to revise or update the plan? Read more on Jill's reasons to consider revising or updating her estate plan. 
                       

If you have clients looking to name a remainder beneficiary of a Special Needs Trust, but prefer not to be involved in the details of grantmaking, the Support for Special Needs iFund may be an ideal solution. Oklahoma City Community Foundation iFunds utilize gifts from donors to support grants in specific focus areas. With rotating grant cycles each year, charitable organizations are invited to apply for grants to provide direct services within each focus area. Collectively, the iFund program has awarded more than $2.8 million to charitable organizations serving central Oklahoma. 

The Support for Special Needs iFund will support grants to charitable organizations that provide the following direct services for individuals with special needs or disabilities:
  • Encourage and enable independent living.
  • Living accommodations.
  • Health and wellness activities.
  • Community-based social and recreational opportunities.
  • Job training and life skills development.
Whether your clients prefer to make an immediate gift of cash or other assets, or include a gift in their will or trust, we can help you structure a giving plan to accomplish both their charitable and financial goals. To learn more about giving to iFunds, contact Joe Carter at 405/606-2914.


Upcoming Events
Do you want to increase your knowledge and skills in your profession and better serve your clients? Do you want insight that will benefit your clients immediately? This free luncheon through the Oklahoma City Community Foundation and the Cannon Financial Institute helps you make it happen!

Join us for the next Cannon Estate Planning Lunch & Learn on Dec. 5, 2017.

Dec. 5
Trying Too Hard to Do Too Much: Ethics Traps for the Good Samaritan
Registration closed.

Jan. 23
Designing Estate Plans to Withstand Challenges

Feb. 27
Modification and Termination of Trusts: A Double-Edged Sword


Registration for each event will open online following the prior month's teleconference.

The 2018 Cannon Estate Planning Lunch & Learn series dates are now available here!

( Note: In May, we began construction on a building addition that, once complete, will allow us to offer more public meeting space. Unfortunately, the construction will temporarily bite into some of our parking space. If you arrive to the Cannon Estate Planning Lunch & Learn and cannot find parking, the closest available garage is 123 Garage and is located directly to our west at 123 NW 10th St. The cost to use the parking garage is $5. Thank you for understanding.)     


Contact:
Joe Carter
Director, Development
j.carter@occf.org
405/606-2914