Professional Advisors: Why Should You Partner with OCCF?
You’ll find the Orange County Community Foundation offers charitable solutions for your clients that fit their needs and make for sound investment management.
Your clients will receive the maximum federal and state tax benefits available and the peace of mind that comes from working with a reputable organization which has deep knowledge of your community.
Your Planned Giving Headquarters
OCCF offers professional advisors, donors and nonprofits access to free, impartial and confidential resources to assist in developing philanthropic plans. Visit our Planned Giving Headquarters to hear from other professional advisors and their clients and to access our Planned Giving Design Center, where you’ll find resources on charitable gift and estate planning.
| Attorneys, CPAs and financial planners are our strategic partners in charitable giving. We understand and value the relationships you have cultivated with your clients, and we are here to help you. |