As a public accountant, his background is in taxation, business consulting and financial and retirement planning for business owners and individuals with high net worth. While attending one of our continuing education classes to increase his expertise in these areas, Steve learned of the number of ways he could work together with the Oklahoma City Community Foundation to better serve his clients' charitable needs.
Since attending that class, Joe Carter, director of development and planned giving, and Kenneth Conklin, director of development, have continued to work with Mr. Corley to help his clients with their charitable giving needs. When a situation surfaces that involves charitable giving or estate plans, he never doubts that the response he receives from the Community Foundation is reliable and helpful.
"I helped one client that could not have been happier to capitalize on the donor advised funds offered at the Oklahoma City Community Foundation," said Mr. Corley. "It proved to be the perfect means to accomplish his charitable goals.
"The Foundation is a first-class organization, and the people I have met or worked with have always been responsive and attentive in every situation - even when they are not the right 'fit' for the client's goals. I know quite a few advisors who use the Community Foundation, including others in my firm, and I know I can always rely on accurate advice and assistance provided."
Donor advised funds allow your clients to make a charitable gift and receive an immediate tax benefit, then recommend grants from the fund to support a number of charitable causes over time. The Oklahoma City Community Foundation offers three types of advised funds to meet your clients' needs. Learn about the types of funds we offer
here, and contact
Joe Carter at 405/606-2914 to learn how we can help you serve the needs of your charitable-minded clients.