“An advised fund at the Oklahoma City Community Foundation allows us to fulfill and build upon the philanthropic goals we already established.”
David and Kelly Feroli share a passion for helping their community. When David retired from the accounting firm KPMG, he wanted to commemorate his milestone by committing to a long-term giving strategy to support his family’s favorite charities.
By establishing a donor advised fund at the Oklahoma City Community Foundation, the couple is helping strengthen their community through their support of several central Oklahoma charities. In addition to building their family’s legacy, the fund eases a tax burden by providing same-year tax deductions for their contributions.
Through the David and Kelly Feroli Family Fund, the Ferolis are helping make Oklahoma City a better place while happily enjoying their retirement years.
Do you have clients interested in making an impact in their community? A donor advised fund is a great giving vehicle to help your clients make the most of their charitable contributions under the new tax law. A donor advised fund allows the donor to contribute a donation substantial enough to receive tax benefits from the contributions in that year. The donor can then issue grants from their advised fund at any point in time, allowing them to continue to support their favorite charities each year without forgoing tax benefits.
today at 405/606-2914 or visit
to learn how we can help your donors make the most of their charitable contributions in 2018 by establishing a donor advised fund at the Oklahoma City Community Foundation.