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For more information contact:
Jeff Swanson Vice President Development & Gift Planning 949.553.4202 ext. 39
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.
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: