For over two decades, Oklahoma City financial planner Vince Synan has been trusted to help create and customize quality wealth planning strategies for others in his industry. Vince trusts the services offered by the Oklahoma City Community Foundation to help him provide charitable giving advice to his treasured clients.

Vince first entered the industry in 1990 and has been with MassMutual Oklahoma since 1993.  As director of advanced planning, he offers assistance to other financial planners and advisors in customizing wealth planning strategies for their clients. He proudly acknowledges he uses the support from the Oklahoma City Community Foundation as a guide "on most every occasion."

"It's great to know there is an organization that can be trusted with any type of gift a client has," said Vince. "Knowing that the OCCF's expertise and support are there when I need it is a comfort I feel secured by."

As the year draws to a close, the Oklahoma City Community Foundation can help your clients give back while also saving on taxes. We offer efficient giving options that can lower taxable income while supporting favorite causes. Learn more about the giving options we offer to help make the most of year-end giving here or contact Joe Carter at 405/606-2914.
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IRAs, 401(k)s, pension and profit sharing plans can help accumulate tax deferred assets for retirement, They can also create distribution and tax problems that may well exceed their benefits. A Roth IRA, by contrast, has no distribution requirement and lifetime distributions are not subject to tax of any kind. As giving season approaches, click here to read more about a new technique that combines the conversion of an IRA into a Roth IRA in conjunction with a transfer to a charitable entity.

A respected businesswoman, Barbara Banker has a large block of stock through her employer, a local bank. Barbara is a strong community supporter and would like to make a large gift of bank stock to a local charity. She knows that her employer has approved signing a letter of agreement for sale of all stock to another nearby bank. Because of the letter of agreement, Barbara realizes there may be problems making this gift now. Can she still make this gift? Read more .

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 Cannon Financial Institute helps you make it happen!

Join us for the next Cannon series on November 15.   
   
Nov. 15 
The Ongoing March of Breach of Duty Claims and How to Protect Against Them
 Registration now open

Dec. 6 
Estate Planning for an Aging Population

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

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