Impact
SIMPLE. EFFECTIVE. Forever.
The Oklahoma City Community Foundation brings people together who want to invest in our community and those who live here. You make everything we do possible. Together, we strive to make the greatest impact on our community.
Your Community Foundation
LOCAL & EFFECTIVE
We are your neighbor, and we are dedicated to the community. Our staff’s in-depth knowledge of the region as well as the many ways to give make it easy for you to support this community.
PERSONALIZED SERVICE
We
EXPANDED IMPACT
By choosing
Your Legacy, Your Impact
TRUSTED PARTNER
For over 50 years, we have helped individuals, families and organizations make a difference through donations of all sizes.
GROW YOUR FUND YOUR WAY
$10K Gift Sample Fund Value after 20 Years*
$500 /yr
FLEXIBLE GIVING OPTIONS
Our team is well-versed in receiving various gift assets from closely held stock to planned gifts, maximizing tax benefits. We partner with professional advisors and donors to make giving simple so you can focus on making an impact.
* Growth comparison based on historical investment performance. Actual performance will vary.
$500 /yr endowed
$10,000 /one time endowed
INVESTMENT & LONGEVITY
OCCF’s sound investment and distribution policy provides sustained growth for your funds so you can continue to support the causes you care about for generations to come.
Make a Lasting Impact
We make the greatest difference when we join together to address important issues.
The Oklahoma City Community Foundation makes it possible for anyone to boldly support our community.
Support existing funds with a gift of any size or create a new fund.
NONPROFIT SUSTAINABILITY
By starting or supporting an existing nonprofit endowment fund, you provide reliable, ongoing support to the nonprofits you care about, making it easier for them to focus on the mission at hand. Make your gift go further through a match! The Kirkpatrick Family Fund and other generous donors have helped nonprofits through endowment matching grants since 1979. Learn more at matches.occf.org.
COMMUNITY GRANTS
A contribution to a community grant program allows you to be part of supporting dozens of local nonprofits that are meeting needs and elevating our community.
See more at community.occf.org.
SCHOLARSHIPS
Through OCCF, Oklahoma’s largest independent scholarship provider, you help more students reach their educational goals today and in the future.
More at scholarships.occf.org.
DONOR-ADVISED FUND
A donor-advised fund, also called a DAF, is a simple and efficient way to streamline your charitable giving.
AT A GLANCE
• Can be an endowed or spendable fund.
• You choose organizations to support, how much to give and when to make the gift.
• Give to multiple organizations and programs annually, all from one account.
• Excellent tax planning tool.
Fund Minimum: $20,000
• Avoid the administrative annoyances. You focus on giving — we take care of all the accounting, legal and investment services.
• Engage your family or office in collective giving opportunities.
• Great alternative to a private foundation.
• You can name a second-generation advisor to make recommendations from the fund into the future.
Camera Steve Slawson and family at Edmond Library & YMCA groundbreaking
Read more about the Slawsons:
“
We want to provide a consistent level of giving to support faith-based agencies and local arts. A DAF with OCCF offered us the flexibility to support these agencies without the hassle and costs associated with a family foundation.
— STEVE SLAWSON OCCF Donor
Watch more about Westview:
“ Ralph’s vision was that it would continue to make the work with young men sustainable.
— RON BRUNER Westview Boys Home executive director
Camera Ron Bruner and young man at Westview Boys Home, Hollis, Okla.
DONOR-DESIGNATED FUND
Create a Donor-Designated Fund that allows you to designate one or more charitable organizations to receive donations today and in the future.
AT A GLANCE
• Can be an endowed or spendable fund.
• You choose the nonprofits to support and OCCF issues annual grants in your name.
• Create a legacy of reliable support for your favorite causes.
• The fund can receive contributions at any time.
• Excellent tax planning tool.
• Can fulfill your Required Minimum Distribution and minimize the taxable amount through your IRA with a Qualified Charitable Distribution.
Fund Minimum: $20,000
Camera Ralph Pickle, donor
SCHOLARSHIP FUND
Create or support an existing scholarship to help students achieve their educational goals.
AT A GLANCE
Support students across Oklahoma!
• Our team of experts will work with you to design a scholarship opportunity with your mission and purpose in mind.
• Make a lifetime impact on students and their families.
• Provide access to college, advanced degrees, technical or career programs.
Fund Minimum: $50,000
• Can fulfill your Required Minimum Distribution and minimize the taxable amount through your IRA with a Qualified Charitable Distribution.
Camera Donors Jane and Mike Lodes with scholarship recipient, Titus Wright.
Watch more about OCCF Scholarships:
“
T he thought of setting up a scholarship is pretty daunting if you’re new to it. OCCF got to know us and our core values, and everything we’ve done since has been so easy and seamless.
— JANE LODES
OCCF Donor
Watch more about the ballet:
“ When I established the endowment, I wanted to make sure we gave dancers what they needed.
— MARI COOK MEDLEY OCCF Donor
Camera Mari Cook Medley at Oklahoma City Ballet.
NONPROFIT ENDOWMENT FUND
Create a new endowed fund or support an existing one with a nonprofit designated as the beneficiary.
AT A GLANCE
• Support a specific nonprofit or program.
• Provide reliable annual support to the nonprofit.
• Make it easy for others to give and nonprofits to grow their support.
• Increase support through matching opportunities and investment performance.
• Can fulfill your Required Minimum Distribution and minimize the taxable amount through your IRA with a Qualified Charitable Distribution.
Give Now
Cash Gifts
Mail gifts to:
Oklahoma City Community Foundation
1000 N. Broadway Ave.
Oklahoma City, OK 73102
Credit Cards
Visit donate.occf.org for secure online giving.
Qualified Charitable Distributions from
Your IRA
Beginning at age 70 ½, you can make Qualified Charitable
Distributions of up to $105,000 from your IRA.
Cryptocurrency
Donating crypto directly to a 501(c)(3) nonprofit is more tax efficient and can save you money.
Real Estate
Land, residential and commercial properties offer unique giving opportunities.
Stocks, Bonds and Mutual Funds
Highly appreciated securities are tax-advantageous assets to give.
Business-Related Assets
Gifting privately held C-Corp, S-Corp, LLC or limited partnerships can be an efficient tax planning strategy.
Termination of a Private Foundation
Converting to a fund at OCCF can alleviate the compliance and administrative duties of running a private foundation.
Charitable Gift Annuities
Make a tax-deductible gift now in exchange for a lifetime income stream with the rest going to a fund later.
Charitable Remainder Trust
Minimize tax on highly appreciated assets and receive an income for a stated period of time with the principal going to a fund at OCCF.
Retained Life Estate
Donate a personal residence, vacation home or farm to a fund at OCCF and receive a tax deduction while retaining the right to live there.
Other Assets
Copyrights, royalties, art, gold, coins, patents and oil and gas interests make great non-cash gifts.
Frequently Asked Questions
WHAT IS A COMMUNITY FOUNDATION?
A community foundation is a nonprofit organization that brings together individuals, families and organizations to provide long-term support for the community.
WHAT IS AN ENDOWMENT?
An endowed fund is a tool that makes it possible to provide financial support in perpetuity. Assets are invested by OCCF for sustainable growth. Each year, 5% of the fund can be distributed to any charitable organization, ensuring lasting support for the causes that matter most to you.
WHY SHOULD I CREATE A FUND WITH OCCF?
We are your neighbors, and like you, we’re dedicated to our community. For more than 50 years, our staff has combined giving expertise with high quality service to offer excellent value and flexible giving options so you can focus on making an even greater impact. Have more questions? Call 405-235-5603 today or visit occf.org/faqs
Illustration by Greg Burns, Edmond, OK