Events
OCF hosts and co-hosts a variety of events for donors, attorneys, financial planners and nonprofits. Some events have open enrollment while others are by invitation only. Until further notice, all OCF events will be hosted virtually.
For information on our past Community Connections Events, please follow this link.
For Professional Advisors
January 23, 2024
Tax-Smart Charitable Giving with Christopher Hoyt
Professor Hoyt will explain the challenges and solutions for getting income tax deductions from charitable gifts since the 2017 Tax Cuts and Jobs Act, including strategies such as “bunching” gifts with donor advised funds.
Learn More and RegisterFor Professional Advisors
April 24, 2024
The Spheres of Influence and Impact in Philanthropy with Dien Yuen
In this presentation, we will look at the influencers of wealth transfer plans, dive into the roles of advisors and gift planners, and apply what we learned by co-creating donor and client engagement strategies.
Learn More and RegisterFor Professional Advisors
September 11, 2024
Adapt, Change or Disappear: New Approaches for a Changing Marketplace with David York
This presentation will review these seismic shifts in wealth transfer planning and professional services, how these changes are affecting the financial services industry, and practical recommendations on how to connect with a new type of client.
Learn More and RegisterFor Professional Advisors
November 5, 2024
Charitable Giving with Retirement Benefits with Natalie Choate
This seminar will explain the advantages and technical requirements of using retirement benefits to fulfill a client's charitable goals, both during life and as part of the estate plan at death.
Learn More and Register