Building our community through philanthropy

Upcoming Meetings

February 11, 2016

“Best Practices for Managing Charitable Trusts and CGAs”

Tom Pauloski, Bernstein Global Wealth Management

Location:   Oklahoma City Community Foundation
Time:  
11:30 -1:00 pm
Lunch:
Will be served.


Click here for full event list!

Welcome!

It is truly a privilege to serve as President of the Oklahoma Planned Giving Council (OPGC), an organization focused upon increasing planned giving through educational opportunities and interactions with other professionals who are passionate about philanthropy.

OPGC's mission is as follows:
* Creating professional ethical partnerships.
* Committed to educating and fostering planned giving opportunities for the greater good of our community.

OPGC’s membership
consists of estate and tax planning attorneys, accountants, trust officers, financial advisors, wealth managers, consultants and fund-raising and development professionals. The diversity of our membership provides for very interesting discussions and unique opportunities to meet individuals dedicated to planned giving. We strive to provide speakers and topics that will be interesting, applicable and educational to all members, regardless of profession, experience and education. Whenever possible, meetings qualify as continuing education for attorneys, CFP’s, CPA’s and CFRE’s.

If you are not a member of the OPGC, I encourage you to contact any board member and/or come to our next meeting  to determine if OPGC can enhance your expertise in the field of planned giving and expand your professional network.

Sincerely,

David Battles, 2016 President - OPGC


Join Us!
If you would like to join or renew the Oklahoma Planned Giving Council and the Partnership for Philanthropic Planning, please click here.

Oklahoma Planned Giving Council
 
Creating professional ethical partnerships committed to educating and fostering planned giving opportunities for the greater good of our community.