Do you have access to the right tools to help your clients leave their desired legacy?
As the co-founder of an estate and business planning firm, Bryan Evans understands that a well-prepared estate plan can make all the difference. His partnership with the Oklahoma City Community Foundation provides him with a variety of tools and giving options to develop a plan that will support the charitable causes his clients feel most inspired by. 

Bryan was taught the importance of giving back to the community as a young child, and his ironclad commitment to philanthropy is now a deep-rooted principle of his own family, as well as his law firm.

A 2001 law-school graduate, Bryan helped found Evans & Davis, PLLC in 2002. The firm serves residents in the Edmond, Tulsa, Dallas and Phoenix areas. Bryan is a former board member and president of the Edmond Public Schools Foundation and is currently a SWOSU Foundation, Inc. trustee and a YMCA of Greater Oklahoma City board member.

Bryan has worked with the Oklahoma City Community Foundation since his firm's inception in 2002. Most recently, he used the Community Foundation to help a client create a plan that will support students with scholarships to several local universities. Another client desires to leave his legacy by supporting the preservation of military memorabilia at his hometown historical society.

"The Oklahoma City Community Foundation is professional, courteous and a proven community resource for both our attorneys and clients," said Bryan. "I remind clients every day that they work their entire lives to save the money that will build their legacies. The Community Foundation makes it possible for our attorneys to access services that are designed to assist us in preserving our clients' legacies."

Learn how our knowledgeable staff can help you structure a giving plan that provides the maximum tax advantages and meets your clients' charitable and financial goals here or by contacting Joe Carter at 405/606-2914 today!

Karl Hendricks is known for having a golden touch with real estate investments. His most recent investment property, a "fixer-upper" commercial building, was selling for half the cost of nearby buildings. Karl bought the property for $1 million and spent $250,000 refurbishing it before receiving a $2 million purchase inquiry. Karl knew that, before selling, he wanted to transfer the property to a FLIP CRUT. The trust is tax exempt and the proceeds from the sale of the building would be invested for income. Karl, however, took depreciation on the building for several months. Learn what tax consequences Karl might face when transferring the depreciated property into a FLIP CRUT here.

Blended gifts continue to be an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift and a planned gift, such as a bequest, charitable trust or charitable gift annuity. The current gift portion of the blended gift will provide the donor and charity with benefits today while the planned gift portion typically provides both current and future benefits. Read about three types of blended gifts and how your clients can use these charitable vehicles to make their giving go further here.

The Oklahoma City Community Foundation recently received accreditation with the nation's highest standard for philanthropic excellence.

National Standards for U.S. Community Foundations┬« establish legal, ethical, effective practices for community foundations everywhere. The program requires community foundations to document their policies for donor services, investments, grantmaking and administration. With over 500 community foundations already accredited nationwide, the program is designed to provide quality assurance to donors, as well as to their legal and financial advisors. Learn more at              

A crucial component of our development team, Donor Services Director Jennifer Stewart strengthens donor relationships by bridging their charitable interests with community needs and creating opportunities for donors to accomplish more with their giving. In her 15 years at the Community Foundation, she has worked with a large spectrum of donors and enjoys the diversity of ways each of them are making a difference in the community.

"In my role at the Community Foundation, I enjoy working with a variety of donors to help make their charitable goals become a reality," said Jennifer.

Contact Joe Carter today at 405/606-2914 and let him and the Oklahoma City Community Foundation help you make your clients' charitable giving goals become a reality!  

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 May 23, 2017 .

May 23
The Junction of Excellent Estate Planning and Terrible Trust Administration
Registration now open.

June 27
Malpractice in Estate Planning: Some Guidance on How to Avoid It

July 25
Estate Planning for and Administration of Digital Assets

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

( Note: In May, we will begin 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.)  

Joe Carter
Director, Development