Your Gifts Can Grow
For over 20 years, the Orange County Community Foundation has served our diligent and resourceful stewardship of charitable assets. Today OCCF manages more than $140 million in donor-advised and discretionary funds.
With responsibility for prudent management of investments, the OCCF Board of Governors establishes guidelines, approves asset allocation, and reviews performance.
The OCCF Investment Committee implements the board's strategy with the support of Beacon Pointe Advisors of Newport Beach, Calif.
To help donors make the most of their charitable dollars, OCCF manages investments to maximize returns and minimize risk. A diversified portfolio of stocks, bonds, mutual funds and other investments, managed with vigilant attention to detail, protects your philanthropic investments through good times and bad. That’s our promise: your peace of mind.
Paul C. Heeschen (Chair)
Managing Partner, Heeschen & Associates
Jeffrey A. Dankberg
Partner, Deloitte LLP
Chairman, Spring Creek Investors LLC
Chief Executive & Director, ROTH Asset Management
Timothy J. Kay
Partner, Snell & Wilmer L.L.P.
Managing Partner, GPalmer and Associates
Faculty Director, Center for Investment & Wealth Management, University of California, Irvine