Types of Funds

The Orange County Community Foundation offers a variety of charitable giving options to help your clients meet their philanthropic goals. Giving through OCCF is a flexible, effective and rewarding way that donors can make a difference today or tomorrow.

As a public charity, the Orange County Community Foundation offers donors the maximum charitable tax deduction permitted by law. By establishing a donor-advised fund, your clients can support favorite charities during their lifetime and beyond. The Community Foundation provides all the administrative support needed, connecting each donor to the resources and expertise of its experienced staff.

It may be advantageous for your client to make a current gift based on this year's tax situation, and to determine grants from the fund in future years. Many of our donors add to their funds each year, recommend grants on a regular basis, and name the fund in their wills. We have significant experience with legacy giving through bequests, charitable remainder trusts and charitable lead trusts.

Our quick reference guide highlights the variety of options available to support your clients’ charitable giving. This section includes more details on the many ways the Orange County Community Foundation can work with you and your client—no matter what charitable giving path they choose.

Donor-Advised Funds
Endowed Funds
Legacy Funds (Planned Gifts)
Private Foundation Services

Giving to Your Community 2010 Guide