Are your clients looking for ways to give back to the community and get measurable results? Consider referring them to the Women's Foundation of Oklahoma.
Reasons to refer your clients to the Women's Foundation of Oklahoma:
- Addressing problems at their root. The Women's Foundation of Oklahoma might appeal to a client who want to strategically solve or prevent social problems rather than simply alleviate them. By creating lifelong economic self-sufficiency and systemic change, the Women's Foundation of Oklahoma is working to build a society based on fairness, equity and full participation.
- Choice and objectivity. By directing your client to the Women's Foundation of Oklahoma, you avoid having to recommend a specific nonprofit. The fole of the Women's Foundation of Oklahoma is to help your client pool her money into an endowment that will be a permanent, reliable source of grants to carefully screened, high impact nonprofits that help women and girls and that meet your client's philanthropic interests.
- Continuity and legacy. Perhaps your client wants to create a lasting legacy in her community but is uncertain which nonprofits will still exist when she dies or she may be unresolved about which charities to include in her will. As a permanent, endowed institution, the Women's Foundation of Oklahoma may be the solution. At your client's death, the Women's Foundation of Oklahoma will leverage her funds through our endowment to support effective organizations that reflect the spirit and intent of her gift.
- Tax advantages. By contributing to the Women's Foundation of Oklahoma, your client may receive the maximum tax deductions for income, gift and estate tax purposes.
- Ability to accept complex gifts. The Women's Foundation of Oklahoma's relationship with Communities Foundation of Oklahoma affords your client access to a wealth of experience and expertise in handling complex gifts. The Women's Foundation of Oklahoma is able to accept non-cash gifts such as gifts of appreciated stock or property in addition to offering charitable gift annuities. These options augment your toolkit nad facilitate your tax-smart planning while simplifying your work. For instance, rather than separately gifting stock to ten different charities, your client can gift all of the stock to the Women's Foundation of Oklahoma and have confidence her donation will be used for maximum long-term impact.
- Expertise. The Women's Foundation of Oklahoma is your local expert on the most pressing community needs for women and girls. Your client can impact a wide variety of social issues affecting women and girls. Your client provides the inspired idea; we provide the know-how to make it happen.
We look forward to helping you develop a plan to meet your client's philanthropic goals. Please contact Susan Graves, Executive Director at 405/488.1450, toll-free at 877/689.7726 or by e-mail at sgraves@cfok.org.
