Thursday, July 20, 2023 from 11:30 AM to 1:00 PM CDT
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This event will be held in-person at St Luke's United Methodist Church and via Zoom. 

A Zoom link will be provided the day before the event. 

222 NW 15th St
Oklahoma City, OK 73103

Driving Directions 


Anessa Steidley 
OKC Chapter of the OSCPA 


OKC Chapter of the OSCPA CPE

Private Foundations, Donor Advised Funds, and Supporting Organizations

Joe Carter
Vice President, Development
Oklahoma City Community Foundation


Title of Program:  Private Foundations, Donor Advised Funds, and Supporting Organizations

Presentation Objectives:  As a result of participating in this activity, learners will be able to:

  1. Understand the differences in donor advised funds, supporting organizations, and private foundations
  2. When to recommend and what client is best suited for each
  3. Understand the tax consequences 

Field of Study:   TAA - Taxation, Accounting, or Assurance
Prerequisites:    None
Program Level:  Basic
Advanced Prep: None

About Joe:  Joe has over 30 years of experience in higher education and nonprofit fundraising for organizations in the areas of major gifts and planned giving.  For the past twenty years, he has been with the Oklahoma City Community Foundation and for the last sixteen in the role of assisting donors and organizations with estate, business and family giving.  He is on the executive team of the foundation, serving as the Vice President of Development.  His primary duties include oversite of all development activities of the foundation with a focus on educating and working with non-profits, professional advisors and their clients on structuring philanthropic plans that best meet the donor’s charitable goals and objectives.  In addition, he develops and presents continuing education classes for all advisor groups on the technical aspects of gift planning, the psychology of donor giving and the advantages that charitable giving can provide. 

He is a current member and past president of the Oklahoma Association of Charitable Gift Planners, is on the board of the National Community Foundation Development Board Association (AdNet) and is a member of the OKC Estate Planning Council.  He is a graduate of the American College’s Chartered Advisor in Philanthropy (CAP) program and serves as the moderator for the OKC CAP cohorts.  Prior to joining OCCF he held development positions with the Children’s Hospital Foundation, St. Gregory’s University, and Oklahoma City University.   Joe received his undergraduate degrees in Finance, Marketing and Economics from Oklahoma City University, where he attended on a baseball scholarship.  He and his wife, Lori, have an eighteen-year-old son, Jaxon.    

In-person Registration closes at Noon on Monday, July 17th Zoom Registration closes at Noon on Wednesday, July 19th

Prepaid Members: Reservations are required for each event although payment has already been made. This is especially important for in-person attendance to ensure your meal is ordered. For prepaid Zoom participants, the link will be provided to those that have made a reservation the evening before the meeting.

This event will be held in-person and via Zoom Webinar. When registering on-line please select the option (In-person or Online), which you will be attending.

Schedule and menu for in-person attendance at St Luke's:

 11:15 Doors and Registration Open
11:30 Food is Served - Buffet Lunch
11:57 Opening Remarks
12:00 Speaker Presentation
12:50 Closing Remarks

Buffet Lunch Menu:
Caesar Salad
Lasagna and Chicken Alfredo
Green Beans
Garlic Bread
Strawberry Cheesecake Bars


Schedule for Zoom Webinar attendance:

11:50 Sound Check
 11:57 Opening Remarks
12:00 Speaker Presentation
 12:50 Closing Remarks

CPE Credits are based on a 50-minute hour. State boards of accounting have final authority on the acceptance of individual courses for CPE credit. Attendee accepts responsibility to determine if the course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to oscpa.okc@gmail.com.

Not a member of the OSCPA OKC Chapter and want to join, click here

If you have any questions or need assistance with registering for this event please contact Anessa Steidley at assist.oscpa.okc@gmail.com or by phone at 918-694-6083.

OKC Chapter of the OSCPA “GOOD NEWS!” segment will be presented at each monthly meeting.

This segment cannot happen without your participation.

We would like to share any good news from our members, so please email Lori Ehardt at lori.ehardt@yahoo.com to notify us of any good news we can announce at the next regularly scheduled meeting.

“Good news” could be graduations, CPA certifications, or other certifications of higher learning, career promotions or developments.

We want to focus on individuals in our society and celebrate and share in any good news so please share it with other members of your local chapter.

If you have any “Good news” to report or share, please email it in and we will get it on the agenda!

Looking forward to hearing from you!