Guide Your Clients
OCCF client-advised funds may be endowed or non-endowed.
To instill the value of giving, some grandparents establish client-advised funds and involve their grandchildren as advisors.
Minimum effort, maximum impact. An OCCF donor-advised fund allows the donor to create and name a fund, serve as its advisor, and recommend charitable distributions. Each gift to an OCCF fund triggers an immediate tax deduction. OCCF handles the legal, financial and administrative burdens, including writing grant checks and tracking results. As a donor advisor, you can take time and focus on the fun part: recommending grants from your fund.
Personalized philanthropy, flexible investment options. Our Signature Fund combines the best features of a private foundation with all the benefits of a donor-advised fund. The high level of customized philanthropic support that comes with a Signature Fund at OCCF means you enjoy the utmost privacy, flexibility, family involvement, recognition and expertise.
A donor-advised fund with assets of $1 million or more qualifies as a Signature Fund.
The Orange County Endowment was established in 1994 to ensure that OCCF could respond quickly and effectively to Orange County's most pressing needs. Four funds support specific fields of interest:
Donate to The Orange County Endowment Fund
Funded through a bequest, legacy funds support favorite causes in perpetuity.
An agency fund allows donors with a deep tie to a particular organization to support it in perpetuity.
Donate to an Agency Fund Today
Created by gifts or bequests, scholarship funds help students cover the increasing costs of higher education. Donors may support an existing fund or work with OCCF staff to design their own.
Donate to a Scholarship Fund Today
Established to support a specific charitable area, such as arts and culture, education, the environment or health and wellness.
Donate to a field-of-interest fund today
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