Family and Private Foundation Services

For individuals and families who choose to practice their philanthropy through a private foundation, the Orange County Community Foundation can be a valuable partner. With extensive grant-making experience and local community knowledge, OCCF is uniquely equipped to provide a variety of services forlocal foundations to support their local, national or international grant-making.

Heart in the Sand

Whether your foundation is large or small, our array of services can ease the burden with:

  • Research to focus funding priorities
  • Develop grant application guidelines
  • Review and screen proposals
  • Conduct site visits
  • Grantee due diligence reviews
  • Advise on award amounts
  • Process grant awards and agreements
  • Monitoring grant accountability and impact

All of these services can be customized to meet your specific needs.  The real benefits include a reduction in your administrative burden with expert staff support, achieving maximum impact with your charitable dollars and the assurance that your foundation's philanthropic goals will be achieved in an extremely efficient manner.

To learn more about our services for private foundations, contact Jeff Swanson.

How can the Community Foundation help with my foundation's required qualifying distribution?

As a public charity, OCCF can accept a “qualifying distribution” from your private foundation to help fulfill your annual payout requirement. This distribution can be placed in a fund that will be advised by the trustees of your foundation, allowing you more time to deliberate and recommend grants. The benefits include:

  • No cost to establish
  • No excise tax on income
  • No annual distribution requirements
  • No annual reporting requirements
  • Anonymous giving at your request
  • Access to OCCF’s expert staff

Click here for more information on establishing a Donor-Advised Fund. 

 

Quick Reference Guide to Giving

 

Family Foundation Alliance

The Orange County Family Foundation AllianceThe Family Foundation Alliance is a group of local family foundations committed to learning and sharing together in order to maximize their philanthropic impact.

Click here to learn how you can become a member of the Family Foundation Alliance.