The Point

Making an Impact with Oklahoma City Community Foundation

Oklahoma City Community Foundation (OCCF) is proud to have a staff of philanthropic experts and professional advisors across the state to ensure donors receive the best possible service to reach their goals.

Castlepoint is honored to serve as one of these trusted advisors. Watch the video to see how OCCF’s advisory team can help you create philanthropic impact for generations.

“I’ve been doing this over 20 years, and one of the things I’ve learned is how much I don’t know. Having someone like Joe, and everyone at OCCF, just gives you a high comfort level. They really make it all about the client, and that really aligns with our firm.”

Castlepoint CEO Kendall King

Visit occf.org/advisors to learn more.

The content of this video is developed from sources believed to provide accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products or services. Past performance is not a guarantee of future results. Index performance does not reflect the expenses associated with the management of an actual portfolio.

Author

Explore Other Blogs

It’s always worth diving further into the data when people

Authors Jake Weatherford View all posts Adam Lee View all

Author The Castlepoint Team View all posts