NEW CFO Brochure

Page 1

PURPOSE
WHERE PASSION MEETS

OUR MISSION

We aim to strategically distribute charitable funds, maximize our donors’ impact, and strengthen their communities through stewardship and commitment to sustainable change.

ABOUT US

At Communities Foundation of Oklahoma, we believe in connecting individuals, nonprofits, businesses and communities. Because when passionate people are paired with purposes they care about most, the communities in Oklahoma will prosper.

In communities large and small, we assist people and organizations who want to make a difference with the tools and resources to make it happen. With 30 years of experience under our belt, we are confident that our track record of success will continue the legacy of philanthropy for decades to come.

Our commitment to serving the needs of our donor partners exists because we are dedicated to changing the narrative in our communities. With an emphasis on increasing the wellbeing of the people of Oklahoma, and particularly in rural areas, we forge ahead with a

CFO CORE VALUES

Committed Stewardship

Across the state, we help good people do great things by providing guidance, assistance, and knowledge. We are the trusted partner in helping people create positive, long-term change in Oklahoma.

Cultivating Communities Strategic Giving

We focus on each donor’s goals of asset growth, impact, and legacy. By designing a custom plan to accomplish each donor’s charitable purposes, we work to make CFO the region’s most trusted resource for giving to our communities.

We are committed to equipping our donors with the tools they need to improve the quality of life in every county across the state. From the environment to well-being, from arts to education, we help Oklahomans employ their passions to enhance their communities.

Plan 1

Meet with CFO staff to explore your philanthropic goals, intended gifts and discuss how your fund will operate

HOW WE SERVE

Establish 2

Formalize your objectives and establish the appropriate fund. Your fund will be opened when you make a gift.

Gift 3

Make your gift of cash, stocks, or other assets and receive an immediate tax benefit, or create your planned giving document.

Invest 4

Funds are invested wisely and strategically to maximize impact and support your legacy.

Do Good 5

Based on your goals and intent, with continued support and guidance from CFO, you can recommend grants to create your intended impact.

Refine 6

As your fund grows, it creates a legacy of giving. For most funds, CFO helps you navigate changes and grow into the future.

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.