Orange County Community Foundation 20th Anniversary


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Why Partner with OCCF
Charitable Solutions for Your Clients
Types of Funds
What Your Clients Can Give
Advisor Resources
Advisor FAQ

For more information contact:

Jeff Swanson

 Jeff Swanson 
Vice President
Development & Gift Planning
949.553.4202 ext. 39



                                       

Help Your Clients Benefit from Giving Back 

More than 20 years of experience in the Orange County philanthropic community has provided the Orange County Community Foundation with a broad and deep knowledge of local charitable needs and giving opportunities. We work in partnership with professional advisors – attorneys, financial planners and CPAs – to help donors fulfill their charitable dreams and financial goals. We understand and respect the relationships that have been cultivated between professional advisors and donors. Our role is to provide the philanthropic knowledge and insight that helps them meet the needs of their clients.

We also work with professional advisors to provide private foundation services for their clients. To compare the benefits of fund types, click here for our quick reference guide.

Planned Giving Design Center

We offer local advisors free access to the Planned Giving Design Center, which provides the latest news and trends on planned giving techniques and changes in law. To access these tools, please register for a Planned Giving Design Center account. Registered users can:

  • Search national and local planned giving articles, case studies and news stories
  • Access a gift planning calculator for detailed financial and tax benefit reporting
  • Receive monthly e-newsletters just for professional advisors
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Copyright 2010 Orange County Community Foundation.   Tax ID #33-0378778   4041 MacArthur Blvd., Suite 510  Newport Beach, CA  92660  949-553-4202