For the past 35 years, Oklahoma City attorney John W. Mee Jr. has been bringing clients to the Oklahoma City Community Foundation to help them fulfill their charitable giving goals. A founding partner of Mee Mee Hoge and Epperson PLLP, Mr. Mee's areas of practice range from estate and charitable tax planning to real estate and business transactions. He says the Oklahoma City Community Foundation has been a great fit for many of his clients.

"The Oklahoma City Community Foundation has a reputation as a respected and well-known Oklahoma institution founded and operated by Oklahomans, many of whom I knew personally," Mr. Mee says. In fact, he adds that his family has known our founders, the Kirkpatricks, for decades.

Through this trusted relationship, Mr. Mee has helped several clients establish advised funds or charitable remainder trusts at the Oklahoma City Community Foundation. One couple, who was leaving a significant inheritance, wanted to teach their children and grandchildren about charitable giving and believed an advised fund was the perfect vehicle. The couple established the fund during their lifetime and allowed the family members to help make decisions about grant recommendations. By working with the Oklahoma City Community Foundation, his clients were able to pass on their charitable giving legacy and have it continue for generations.

"The Oklahoma City Community Foundation is defined by its long term reputation for integrity and tradition of helping improve the quality of life in Oklahoma," says Mr. Mee. "I work with the organization because it provides my clients with a quality experience, excellent financial management of their contributions and excellent financial return on charitable dollars invested."

The Oklahoma City Community Foundation offers three types of advised funds designed to meet the unique needs of your clients. An advised fund can be established with cash or other assets and allows donors to focus on giving back while the Oklahoma City Community Foundation takes care of the administration and reporting requirements. Learn more about our advised funds here. If you would like to learn how the Oklahoma City Community Foundation can help your clients with their charitable giving, please contact Joe Carter at [email protected] or at 405/606-2914.


The final article in the series on charitable lead trusts, presents an overview of non-grantor lead trusts and a discussion about advanced lead trust strategies that demonstrates their flexibility as an estate planning tool. Read more here.


The recent "Algorithms of Wealth" study revealed important information about philanthropy among America's most financially successful families. Find out what the next wave in philanthropy is and read the study here.



Upcoming Events


Estate Planning 1.5
Life Insurance Revisited
April 26, 11:30 a.m. -1:15 p.m.
@OCCF
CE: 1.5 hours
Registration will close by 5 p.m. April 19 or until capacity is reached.

See more 2016 Estate Planning 1.5 dates and topics here.


Contact:
Joe Carter
Director, Donor Development and Planned Giving
[email protected]
405/606-2914