Types of Funds

The Orange County Community Foundation offers a wide variety of fund options tailored to each donor’s specific giving needs and preferences, providing you the opportunity to make the maximum strategic impact in your areas of charitable interest and experience the greatest sense of reward and satisfaction in your giving. 

The following are detailed descriptions of the many ways the Orange County Community Foundation can work with you—no matter what charitable giving path you choose.

Donor-Advised Funds
Designated Agency Funds
Legacy Funds (Planned Giving)
Endowed Funds
The Orange County Endowment
Field-of-Interest Funds
Scholarship Funds
Corporate Funds 

Foundation Support Fee

OCCF, which is itself a nonprofit organization, applies a Foundation Support Fee to the funds it administers in order to cover the cost of the services we provide to donors. The Foundation Support Fee varies according to the type of fund donors choose. For example, fees for endowed funds are 1% of the fund balance annually, and fees for non-endowed funds are 2% annually. These fees cover all donor services and general operating costs, including gift establishment, receipt and tax acknowledgement of assets and contributions, grants and fund administration, and full support of our donor services staff including research on nonprofit agencies and issues. Click here for a complete fee schedule.

Giving to Your Community 2010 Guide