OCCF Fund Options

Impact

SIMPLE. EFFEC T IVE.

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 LOC AL & EFFEC T IVE

E XPANDED IMPAC T

We are your neighbor, and we are dedicated to the

By choosing OCCF, you join with thousands of

community. Our staff’s in-depth knowledge of the

others to improve lives across central Oklahoma.

region as well as the many ways to give make it easy

Together, we do so much more.

for you to support this community.

PERSONALIZED SERVICE

OUR MISSION IS TO HELP YOU.

We provide high quality service and customized

Call us at 405-235-5603 or visit occf.org to learn how you can make a difference.

resources at an excellent value so you can focus on your charitable goals.

Your Legacy, Your Impact

T RU S T ED PA R T NER For over 50 years, we have helped individuals, families and organizations make a difference through donations of all sizes.

GROW Y O UR F UND Y O UR WAY

* Growth comparison based on historical investment performance.

Actual performance will vary.

$10K Gift Sample

500 /yr

$

500 /yr endowed

$

$

10,000 /one time endowed

Fund Value after 20 Years*

10K

$

15K

$

20K

$

25K

$

F L E X IBL E G I V ING OP T IO N S

IN V E S T MEN T & L O NGE V I T Y

Our team is well-versed in receiving various gift assets

OCCF’s sound investment and distribution policy

from closely held stock to planned gifts, maximizing

provides sustained growth for your funds so you can

tax benefits. We partner with professional advisors

continue to support the causes you care about for

and donors to make giving simple so you can focus on

generations to come.

making an impact.

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.

NONPROF I T SUS TA INABIL I T Y 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.

COMMUNI T Y GR ANTS

SCHOLARSHIPS

A contribution to a community grant program

Through OCCF, Oklahoma’s

allows you to be part of supporting dozens of

largest independent scholarship

local nonprofits that are meeting needs and

provider, you help more students

elevating our community.

reach their educational goals

See more at community.occf.org.

today and in the future.

More at scholarships.occf.org.

DONOR-ADV ISED FUND A donor-advised fund, also called a DAF, is a simple and efficient way to streamline your charitable giving.

AT A GL ANCE • 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.

• 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.

Fund Minimum: $20,000

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

Camera Ron Bruner and young man at Westview Boys Home, Hollis, Okla.

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

DONOR-DE SIGNAT ED F UND 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 GL ANCE • Can be an endowed or spendable fund.

• You choose the nonprofits

• The fund can receive contributions at any time.

• Excellent tax planning tool.

• Can fulfill your Required Minimum

to support and OCCF issues

Distribution and minimize the taxable

annual grants in your name.

amount through your IRA with a Qualified

• Create a legacy of reliable

Charitable Distribution.

support for your favorite causes.

Fund Minimum: $20,000 Camera Ralph Pickle, donor

SCHOL AR SHIP FUND Create or support an existing scholarship to help students achieve their educational goals.

Support students across Oklahoma!

AT A GL ANCE • 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

• Invest in pathways to success for others and strengthen our workforce.

• 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:

“

The 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

Camera Mari Cook Medley at Oklahoma City Ballet.

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

NONPROF I T ENDOWMENT FUND Create a new endowed fund or support an existing one with a nonprofit designated as the beneficiary.

AT A GL ANCE • 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.

Fund Minimum: $40,000 or Designated under Existing Fund: $20,000

Give Now Cash Gifts

Cryptocurrency

Mail gifts to:

Donating crypto directly to a 501(c)(3) nonprofit is more

Oklahoma City Community Foundation

tax efficient and can save you money.

1000 N. Broadway Ave.

Real Estate

Oklahoma City, OK 73102

Land, residential and commercial properties offer unique giving opportunities.

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.

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

Retained Life Estate

Converting to a fund at OCCF can alleviate the compliance

Donate a personal residence, vacation home or farm to a

and administrative duties of running a private

fund at OCCF and receive a tax deduction while retaining

foundation.

the right to live there.

Charitable Gift Annuities

Other Assets

Make a tax-deductible gift now in exchange for a lifetime

Copyrights, royalties, art, gold, coins, patents and oil and

income stream with the rest going to a fund later.

gas interests make great non-cash gifts.

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.

Give Later Take advantage of a number of gift planning tools offered. The experienced staff at the OCCF will work with you and your team of advisors to include a charitable gift from your family, business or estate plan.

Gift through a Will or Trust

Life Insurance

Make a provision in your will or trust for your estate to

Gift a fully funded policy during your lifetime or name the

benefit others.

OCCF as a beneficiary.

Retirement Plan Assets Beneficiary designation forms can be used to make a gift from your 401(k), 403(b) or other qualified retirement plan. These are among the most tax-efficient assets to give at death.

Call us at 405-235-5603 to explore your giving options.

Frequently Asked Questions WHAT IS A COMMUNI T Y FOUNDAT ION? A community foundation is a nonprofit organization

WHY SHOULD I CRE ATE A FUND WITH OCCF?

that brings together individuals, families and

We are your neighbors, and like you, we’re

organizations to provide long-term support for the community.

dedicated to our community. For more than 50 years, our staff has combined

WHAT IS AN ENDOWMENT ?

giving expertise with high quality service

An endowed fund is a tool that makes it possible to provide

options so you can focus on making an

financial support in perpetuity. Assets are invested by OCCF for

even greater impact.

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.

to offer excellent value and flexible giving

Have more questions?

Call 405-235-5603 today or visit occf.org/faqs

Let us help you extend

your legacy.

occf.org/fundoptions

Illustration by Greg Burns, Edmond, OK

1000 N. Broadway Ave. · Oklahoma City, OK 73102 occf.org · 405-235-5603 · Tax ID EIN: 23-7024262