Oklahoma Planned Giving Council
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, CPA’s, trust officers, financial advisors, wealth managers, consultants and fund-raising professionals from the non-profit sector. This diverse group of individuals has shown a level of dedication toward planned giving while seeking to continue their education in the field. Whether you are new to the field or a seasoned vet, our meetings are designed to bring thought provoking concepts and technical strategies that each of us can use in our gift planning.
To date, we have traditionally held our meetings on the third Thursday of March, May, September and November at the Oklahoma City Community Foundation. The meeting times are either during the lunch hour at 11:30 or late afternoon at 3:00 and last for two hours. Each meeting provides CE for attorneys, CFP’s, CPA’s and CFRE’s. In addition, we have recently begun hosting roundtable lunch discussions held at various locations throughout the Oklahoma City Metro.
2010 Board of Directors
Christin Adkins, President
Michael P. Romero, Vice President
Stephen Eck, Secretary
David L. Battles, Treasurer
Melinda Warren, Program Co-Chairperson
Caroline Gist, Program Co-Chairperson
Gayle Farley, Membership Co-Chairperson
Marilyn Geiger, Membership Co-Chairperson
Steven D. Kaestner
Ginny Bass Carl