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 independent investment consultant: Beacon Pointe Advisors.
  • 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.