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Endowment Giving

To ensure Upward Transitions will be here for another 100 years to serve those facing the threat of poverty and homelessness the organization has set a goal to raise $1,000,000 for its endowment fund to sustain its services in perpetuity. 

Upward Transitions invites you to join in this mission and to link your legacy with ours for the next century.

Why Upward Transitions?

Since 1925, Upward Transitions has been serving those in need in Central Oklahoma, making the organization one of the oldest social services agencies in the community. Regardless of age, race, income, lifestyle, religion, or culture, people in need can turn to Upward Transitions to help during good times and bad.

The mission of Upward Transitions is to prevent generational poverty through community collaboration, emergency relief and empowerment, therefore inspiring hope with our neighbors experiencing housing instability.

About Endowment Funds

Endowment funds are invested for long-term growth and eventually give back more than is put into them. Your gift to our endowment will give back its full value to us within 15 years and then continue to give even more. In this way, your gift today is your legacy and will keep giving back again and again forever. * **

Why Donate to this Endowment Fund?

Upward Transitions’ endowment fund with the Oklahoma City Community Foundation (occf.org) is like a savings account that only distributes a portion of the interest. It grants 5% of the fund each year, and it never runs out. The remainder continues to grow in value. When you give to this endowment fund, you are giving a gift that will continue to give forever!

During this initial offering, the Kirkpatrick Family Fund (www.kirkpatrickfamilyfund.org) is matching a percentage of the funds received. This increases the value of all donations made before August 31, 2025.

Since 1986, our endowment with OCCF has received $69,725 in gifts, but it has given back $126,180 to Upward Transitions.

Our endowment was established in 1986 with a $4,200 gift from Ernst and Whinney Accounting and a $1,000 gift from the Friends of Travelers Aid Society. We are so thankful for their foresight and faith in our future!

Contact Conna Dewart at cdewart@upwardtransitions.org or 405.232.5507 x 113 for more information about how you can become part of Upward Transitions’ 100-year legacy.

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