MAY 2021 HIGHLIGHTS:
1) We're getting a new fund management system to help us better serve YOU.

2) In-person trainings are coming back, but our virtual options aren't going anywhere.

3) Free time? Please drop me a line and let me know what is going on at your organization!
ENDOWMENT HACK
Instead of talking about "planned giving" or "bequests," consider using language that resonates better with your donors.

Is "forever gift" or "creative giving" more appropriate or appealing? Cater to your supporters for the best results!

Find more tools to help promote and develop your endowment fund on our website.
2021 TRAINING CALENDAR
Our Charitable Organization Endowment training sessions are back for 2021 - and this time, they are all virtual! Sign up below!

Zoom in on Planned Giving
Talk the Talk
June 8 | 2 to 3:30 p.m.

Zoom in on Endowment
Making a Plan - Parts 1 & 2
June 16 & 23 | 10 to 11 a.m.

Using GiveSmartOKC to Further Your Mission
June 10 | 10 to 11 a.m.
Construction Ahead!
We're in the middle of making significant upgrades to our fund management system that will help us better serve YOU! But, we're going to need your help to make this transition a success. How?
  1. Update your contact information! You know how valuable good contact information is. Expect to hear from our community information coordinator, Rebecca Parks, soon!
  2. We're going to need some grace and patience. We've been around since 1969, and we have a lot of information. This task is a huge undertaking, and our team will likely be slower to respond to requests like fund statements and audit confirmations in June and July. If you need the value of your endowment fund, you can find the June 30 value here 24/7.
We look forward to seeing you on the other side with your annual distribution check and a better account access experience, including new features and improved self-serve options for fund statements (look for training sessions to come)!
Speaking of Trainings...
Thanks to the unusual year we’ve all experienced, we've learned that virtual workshops have a broader reach than face-to-face meetings, and we plan to continue to include them in our workshop calendar, even as we bring back in-person sessions. If you have ideas for topics you'd like us to cover, we'd love to hear them!
We consider you to be our partners in creating a better community, and we love to stay up-to-date on all the wonderful things you are accomplishing this year! Rachel Mouton, our GiveSmartOKC manager, would love to help you make your GiveSmartOKC profile shine, and I am always up for a visit or a call to hear about new projects, unique initiatives or enduring successful programs - or to meet new staff and orient them to the Charitable Organization Endowment program. 
We will do our best to communicate with you through this transition, and we encourage you to do the same as we all work together toward a stronger, brighter future.

Director
Charitable Organization Endowment Program

(405) 606-2951
COE Spotlight
Please join us in welcoming our new community information coordinator, Rebecca Parks! Rebecca is a recent graduate of OU and a recipient of a Community Foundation Scholars scholarship.

She will be helping us keep our data current and be assisting with the GiveSmartOKC platform.  
GiveSmart Tips for Transparency
Use the GiveSmartOKC map to show what demographics you're serving!

Look for indicators such as "Percent of Population Receiving Medicaid" and "Percent of Population with Diploma" to help funders understand your impact.

Please email givesmartokc@occf.org for assistance.
Nonprofit Resources

View the balance of your endowment fund and gifts from donors. 

Tools to help you promote your endowment.

Guidance, compliance and requirements to help you in your nonprofit journey.  
About Us
Founded in 1969, the Oklahoma City Community Foundation is a 501(c)(3) public charity that works with donors to create charitable funds that will benefit our community both now and in the future. For more information, visit www.occf.org.