Help Your Clients Achieve Their Financial Goals This Year With the Oklahoma City Community Foundation!
Attorney Betty Wood, a partner at Clark, Wood & Patten P.C., has more than 3 5 years of  experience practicing law in Oklahoma City with an expertise in estate plan ning. A trusted attorney in the community, Betty appreciates the  assistance and expertis e of the Oklahoma City Community Foundation to provide her with reliable information for those clients wishing to create a charitable giving plan. 

Betty was first introduced to the Oklahoma City Community Foundation through her involvement with the Alzheimer' s Association , having served as past board chair for the Oklahoma/Arkansas chapter. In 2005, Betty assisted a client whose husband was diagnosed with Alzheimer 's disease with making a lifetime gift to a fund at the Community Foundation to benefit caregivers. 

"My initial contact through the Alzheimer's Association with the Community Foundation introduced me to the possibilities available to me," said Betty. "Later, I was presented with more opportunities to create charitable giving plans for my clients with Joe Carter [director of donor development and planned giving] and the Community Foundation's help."

Betty says her partnership with the Community Foundation has enabled her to help her clients create long-lasting, charitable financial plans. One of her most memorable was the opportunity to create a scholarship fund for students pursuing a degree in her client's profession of library science.

"It has been such a blessing to have the assistance of Joe and the Community Foundation in my back pocket for those clients who want to make a lasting, charitable impact," said Betty. "Joe makes it so easy for my clients to understand the options presented to them, which makes it easier to not only do my job, but also for my clients to plan and achieve their personal charitable goals."

Let the Oklahoma City Community Foundation help you make a difference in the lives of your clients by providing an easy-to-understand charitable financial plan that is right for them. To learn more, contact Joe Carter today at 405/606-2914 or click here.
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Fourteen years ago, successful business entrepreneur George Green funded a unitrust with his company's stock before selling the assets to another company. Over the years, the unitrust has grown to over $10,000,000. At age 88, George and his wife, Helen, now wish to make a $2,000,000 gift from the unitrust to fund a new building for their favorite charity since they do not need more income. But how can this be accomplished? Read how the Greens accomplished their charitable goals using the helpful advice of their CPA.


Did you know that 31 percent of high net worth clients said they would switch advisors if they could find someone who they could talk to about philanthropy? So offering philanthropic planning to your practice would be disastrous to your free time. Think of how crowded your office would be! And there goes Friday afternoons at the golf course!  Read more tongue-in-cheek suggestions to help you avoid making costly mistakes in 2017.
    

Kelley Barnes has nearly 20 years of experience working in development for various nonprofits in our community. In July of 2015, she joined the Oklahoma City Community Foundation as the development and donor services manager. Kelley helps Joe Carter, director of donor development and planned giving, with donor stewardship by introducing donors and professional advisors to the Community Foundation, working with donors to establish donor advised funds and connecting them with the charitable projects in the community that best serve the donor's interests.

"I love working with donors and families to think through their charitable gift giving and set up a fund at the OCCF that will benefit our community," says Kelley. "My passion is helping nonprofits grow, and I love working with people. There is no better feeling than to be able to connect donors with meaningful projects in the community and to help them find a way to support their most cared about causes through their estate plans."


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 Feb. 21, 2017 .
   
Jan. 24
Elephant in the Room: Disposition of Qualified Plans and IRAs
Registration at Maximum Capacity

Feb. 21
Post-Mortem Tax Election Heaven 
Registration Will Open Jan. 25, 2017

March 21
Designing and Administering Trust Distribution Mechanisms

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


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