OCCF Donor-Advised Funds Support Smart, Impactful Giving

  • Make a greater impact on the issues you care about most. Your OCCF philanthropic advisor can help you learn more about community needs, effective organizations, and strategic grantmaking.
  • Receive the most advantageous tax benefits available for charitable giving.
  • Have confidence when you contribute. Investments are overseen by OCCF’s experienced Investment Committee and an independent investment consultant.
  • Recommend grants on your own time frame. There are no annual payout requirements.
  • Involve family members in your charitable giving. Donor-advised funds may be named to recognize the donor(s), a family member, friend, or organization.
  • Focus on your giving. We take care of everything else -- including due diligence on the organizations you want to support, IRS reporting, and more. You also have online access to keep track of your fund and make grant recommendations.

Accredited CF