Georgia Devening and her brother, Gary.
When Georgia and Bill Devening began planning for the future of their estate, it was a natural fit to work with the Oklahoma City Community Foundation to accomplish their charitable goals.

Georgia has spearheaded the Oklahoma Foundation for the Disabled as the executive director since 2001. She knew how instrumental the organization was in improving the health and wellness of adults with developmental disabilities. Her brother, Gary, had been a client of the organization since 1998. She understood the value of working with the Oklahoma City Community Foundation since her organization had been a longtime participant of the charitable organization endowment program. Establishing a personal endowment to provide support for the mission of the foundation made sense. 

After meeting with their attorney, Georgia and her husband made a provision in their estate plan to assist the disabled. The contribution will create an advised fund at the Oklahoma City Community Foundation to benefit the Oklahoma Foundation for the Disabled. By doing so, they have insured that there is an annual income stream to assist in meeting the needs of the foundation for years into the future. 

"Nonprofits greatly depend on gifts to help cover operations," Georgia stressed. "It's hard for nonprofits to save money unless someone helps them. I know what a good reputation the Oklahoma City Community Foundation has. They have longevity, and I know the money that I invested with them will not go to waste."

We can help your clients fulfill their charitable giving goals through their will or trust with sample bequest language. To learn more about our giving options, please contact Joe Carter at 405-606-2914.


Supporting organizations have become increasingly popular in recent years. They operate in a fashion similar to private foundations, providing donors with hands-on involvement but with the tax benefits of a public charity. Read more about the basics of supporting organizations and the various regulations and tests that apply to each type here. To learn more about the alternative to private foundations we offer, contact Joe Carter at [email protected].


Do you have clients who are interested in leaving a bequest gift in their estate, but would like to benefit from the income tax deduction now?  Read more about the simple, uncommon charitable planning strategy that generates an immediate tax deduction for a transfer that will benefit the charity years later.


Upcoming Events

June 28 | Estate Planning 1.5
Preserving the Integrity of the Estate Plan
11:30 a.m. - 1:15 p.m.
@OCCF
CE: 1.5 hours
Registration will close by 5 p.m. June 21 or until capacity is reached.

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


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




Oklahoma City Community Foundation | 1000 N. Broadway Ave. | Oklahoma City | OK | 73102