It’s Easy to Get Started
For all funds, OCCF provides professional stewardship and oversight to ensure that donor intentions are honored, forever.
Create Your Fund
Our team will work with you to name your fund, assign advisers and establish giving intentions.
Contribute to Your Fund
Once your fund is open, you can make tax-deductible gifts of cash, securities, business interests or real property. You can select investment options to support your anticipated level of granting activity.
Grant recommendations can be made online via a secure form through our Donor Portal or can submit a customized charitable distribution request by email, fax or U.S. mail. Grants can be made to local, national or international charitable organizations or efforts. Our staff will conduct due diligence and contact you with any concerns. A grant check will be sent to the recipient organization with a cover letter explaining grant details and expectations.
Take Advantage of Exclusive Donor Services
Personalized service is just a call or click away. You can access our team of professionals as frequently as you desire. Customized services include strategic giving plans, family philanthropy resources, educational forums, site visits, and research in your areas of charitable interest.
Track Fund Activity
Quarterly activity reports summarize fund balance, grants, contributions received, investment activity and fees. And when you register online with our Donor Portal, you can view your grant and contribution history at any time.