Meet this issue's featured advisor

Jesse Bain has been bringing his clients to the Oklahoma City Community Foundation for the past 10 years. The financial advisor says the services, solutions and strategies that are offered are irreplaceable. Read more here.


Greetings!
 
In this issue of Planned Giving News, we feature a financial advisor who has been referring clients to the Oklahoma City Community Foundation for the past decade. We learn more about Jesse Bain and find out how we recently assisted one of his clients with their charitable giving.

In other news, the IRS has released the Applicable Federal Rate (AFR) for February. The rate remains at a stable to 2.2 percent. Find an archive of rates here.
 
Feel free to contact me at any time if you have questions. You can email me at [email protected] or call me directly at 405/606-2914.


Director of Planned Giving
Oklahoma City Community Foundation





Financial advisor Jesse Bain started with Edward Jones Investments as an intern in college and has served numerous roles with the company over the past 12 years. In 2005, he took over the operations of the office in Purcell, Okla. He also serves as a nonpublic arbitrator for the Financial Industry Regulatory Authority.

A highly regarded recommendation started Bain's association with the Oklahoma City Community Foundation and for a decade he's worked with us to help his clients achieve their charitable giving goals.
 
Most recently, the Oklahoma City Community Foundation assisted one of his clients with setting up a charitable gift annuity (CGA) to help her leverage her charitable gifting and take advantage of the tax benefits that accompany that strategy. The client's CGA will establish a legacy fund which will support her church.

"There is not a better organization or group of people in our region for helping the charitably-inclined individual, "Bain says. "The strategies and solutions available through the Oklahoma City Community Foundation that have helped my clients have proven to be irreplaceable."

Bain added that the Oklahoma City Community Foundation is the single best tool that he has found as a financial advisor to help his clients extend their legacy of charitable giving while also taking advantage of current tax laws and benefits.

We offer six CGA options and can help your clients establish a CGA through a gift of cash or other assets, guaranteeing a set income for life. At the end of the annuity, the remaining assets will go to the charitable funds of their choice. For a calculation of how a CGA might benefit your clients, visit our online deduction calculator and review the schedule of gift annuity ratesContact Joe Carter at [email protected] or 405/606-2914 for more information on how we can help you help your clients.


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