Why Keep It Up-to-date?
Here we are in 2022 already! Our GiveSmartOKC team works hard to provide the resources you need to make your profile shine. I encourage you to engage with them whenever you need help so your profile can tell the best story possible. With your help, we can ensure the public has a rich experience on GiveSmartOKC with a broad presentation of nonprofits and up-to-date information.
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Your GiveSmartOKC profile tells a story your donors won't see anywhere else. It's a story of discipline, putting together a robust budget and presenting the areas of greatest need and how your organization meets those needs. It's a story of board oversight, fulfilling the duties of care, loyalty and obedience. It's a story of transparency, showing that your tax-free income is being spent wisely and appropriately.
To be sure, many of your donors may respond to your fundraising appeals without question, but at the Community Foundation, we take a long view of support and focus on creating sustainable funding for your mission. In the most simplistic terms, this takes the form of endowment gifts or planned gifts. For those donors who may be in a position to support your organization with a strategic or transformational gift, the information available in your GiveSmartOKC profile can prove vital to a decision to support your organization in a meaningful way.
As our donor services team works with donors and fields questions about effective community investment, we'd like to be able to reference your GiveSmartOKC profile for deeper research. For our staff, that starts with your 990, but GiveSmartOKC takes a lot of your 990 information and displays it in a much more user-friendly way, allowing you to expand on basic information and tell a rich story. For example, if a donor wants to know that your board has put appropriate policies and controls in place, they can view not only the names of your board members but also those policies that answer the IRS questions in form 990.
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Your Back Office: CGAs and CRTs
March 2 | 11 a.m. to 12:30 p.m.
Keeping Up With Your Endowment
March 9 | 3 to 4 p.m.
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Work Session
March 31 | 9 to 10 a.m.
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When we refer a donor to your GiveSmartOKC profile and it shows a current board list, updated financials and robust policies and controls, we know you're making a good impression and feel comfortable standing by to answer technical questions about planned gifts. Join us for workshops to learn more about how to make your profile stand out to strategic donors and plant the seed of long term support for your nonprofit.
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Jennifer Meckling
Director, Charitable Organization Endowment Program
(405) 606-2951
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We're back! Join us as we dive into OCCF's new Wellness Grants and how we hope it helps to move the needle and make OKC a healthier place to live.
Interested in more ways OCCF is impacting the community? Check out our other episodes covering everything from the community impact our COE program has to scholarships and much more!
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