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.
Private Foundation Plus
For families considering a private foundation of $1 million or more, OCCF's Signature Funds combine the name recognition of a private foundation with the privacy and tax advantages of a donor-advised fund.
The staff at OCCF will work with you to deliver a philanthropic solution with the highest value for your clients. One that will allow them to focus on-engaging their family, making an impact in the causes they care about, and building a lasting philanthropic legacy. Find out more about Signature Philanthropy.
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.
"Setting up a private foundation can be time intensive and difficult to manage. OCCF's Signature Funds allow my clients to advocate for their favorite causes without the additional administrative and legal hassles."
~Timothy J. Kay, Partner Snell & Wilmer LLP