Establish a Donor-Advised Fund

Unlock a World of Good with an OCCF Donor-Advised Fund

Happy CoupleA donor-advised fund at OCCF makes it easy to support the causes and organizations you care about most -- here in Orange County or around the world. As a donor, you can contribute to your fund at any time and recommend grants in your desired amount ($250 or greater).

Creating a donor-advised fund at the Orange County Community Foundation is easy. Here’s how:

  1. Create Your Fund
    Our team will work with you to name your fund, assign advisors and establish your giving intentions.
  2. Contribute to Your Fund
    Once your fund is open, you can make tax-deductible gifts of cash, securities, business interests or real property. You can select investment options to support your anticipated level of granting activity.
  3. Recommend Grants
    Donors who register on our website can make grant recommendations online via a simple, secure form. Recommendations can also be made by submitting a charitable distribution request by email, fax or U.S. mail. Grants can be made to local, national or international charitable organizations or efforts. Our staff will conduct due diligence and contact you with any concerns. A grant check will be sent to the recipient organization with a cover letter explaining grant details and expectations.
  4. Take Advantage of Exclusive Donor Services
    Personalized service is just a call or click away. You can access our team of professionals as frequently as you desire. Customized services include strategic giving plans, family philanthropy resources, educational forums, site visits, and research in your areas of charitable interest.
  5. Track Fund Activity
    Quarterly activity reports summarize fund balance, grants made, contributions received, investment activity and fees. And when you register online, you can view your grant and contribution history at any time.

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