Meet this issue's featured advisor

For the past 20 years, when Barbara A. Ley has had a client with a desire to give back, the CPA has brought them to the Oklahoma City Community Foundation. Find out why she continues to bring clients to meet with our staff. Read more here.


Greetings!
 
In this issue of Planned Giving News, we feature Barbara A. Ley, a longtime CPA who believes the services of the Oklahoma City Community Foundation offers a great benefit to her philanthropic clients. You'll learn how one of Barbara's clients was able to honor both family members and help future generations.
 
While registration has closed for the Feb. 23 Estate Planning 1.5 teleconference, you can register for the March 22 session on Feb. 24. Registration is first-come, first-served as limited seating is available.

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





Barbara A. Ley has practiced public accounting for 35 years and for the last 25 years has headed her own firm. For two decades, she has brought her charitable-minded clients to the Oklahoma City Community Foundation to benefit from the many services that are offered.

The longtime CPA credits the late Marilyn Myers, community advocate and former director of the Kirkpatrick Family Fund, for educating her on the many aspects of the Oklahoma City Community Foundation.

 "As an advisor, we endeavor to see that our clients' wishes and needs are addressed appropriately," Barbara says. "One of the most important things I can do for a client is to connect or direct them to a person or entity that can best take care of their needs. The Oklahoma City Community Foundation is a useful and effective tool in allowing me to assist a client in fulfilling their charitable intentions."

A few years ago, one of Barbara's clients made a gift to the Oklahoma City Community Foundation to establish two scholarship endowments to honor family members. One endowment funds a scholarship for a graduating high school senior from the client's hometown of Perry and a second endowment funds a scholarship for a graduating high school senior from Prague where the client's brother was an educator.

"Thank goodness we have the Oklahoma City Community Foundation," Barbara says. "As an advisor, it is so important to know that a client referral will be met with excellent service and professional care. I can count on the Oklahoma City Community Foundation to perform at the highest level. I hope to give my clients peace of mind in the handling of their financial affairs and the staff helps to do just that."

If you have clients with a desire to provide scholarships to Oklahoma students, then establishing a scholarship endowment fund at the Oklahoma City Community Foundation is an ideal option. Scholarship funds provide a unique way to honor or memorialize individuals as well as support the educational aspirations of others. We administer the state's largest independent scholarship program that generates more than 700 awards a year. The scholarship funds are as varied as they are generous. You can review a directory of the scholarships here.

For more information on how we can help you help your clients accomplish their charitable giving goals, contact Joe Carter at [email protected] or 405/606-2914.



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See the list of remaining 2016 Estate Planning 1.5 dates and topics here.
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