Contact Information

Tracy Branson

Tracy Branson, CPA

Vice President of Finance & Administration
949.553.4202 ext. 33
Email »

The professionally licensed firm of Moss Adams LLP performs OCCF’s annual audit. You can find audited financial statements and IRS Form 990 at www.oc-cf.org/financials.

Investment Overview

Your Gifts Can Grow

Plants growing.For nearly 25 years, the Orange County Community Foundation has served our diligent and resourceful stewardship of charitable assets. Today OCCF manages more than $200 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.

Investment Committee

Paul C. Heeschen (Chair)
Managing Partner, Heeschen & Associates

Michael Berchtold 
CEO, Berchtold Capital Partners

Jeffrey A. Dankberg
Partner, Deloitte LLP

Ranney Draper
Chairman, Spring Creek Investors LLC

Richard A. Gadbois, III 
Argyle Street Management Limited

Timothy J. Kay
Partner, Snell & Wilmer L.L.P.

Greg Palmer
Managing Partner, GPalmer and Associates

Andrew Policano
Dean's Leadership Circle Endowed
Professor & Director, Center for Investment & Welath Management - University of California Irvine