Advisor FAQ

What is the difference between an endowed fund and a non-endowed fund?

In an endowed fund, the original contribution or principal remains in the fund to generate earnings to distribute to charities year after year. A non-endowed fund permits the total value of the fund, both principal and earnings, to be distributed to charities at any time.

What kinds of assets can be used to set up a fund?

Donors can establish a fund using cash, securities, closely held stock, mutual fund shares, real estate, business interests, and many other types of assets. Our development staff members are experts in planned giving options and can help you identify the approach that best suits your client’s needs.

Visit the Giving Options section of our web site for more information.

How do I learn more about partnering with the Orange County Community Foundation?

For questions, more information or to schedule an informal meeting, contact a member of our Development and Gift Planning team.