Your Gifts Can Grow
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.
Paul C. Heeschen (Chair)
Managing Partner, Heeschen & Associates
CEO, Berchtold Capital Partners
Jeffrey A. Dankberg
Partner, Deloitte LLP
Chairman, Spring Creek Investors LLC
Richard A. Gadbois, III
Argyle Street Management Limited
Timothy J. Kay
Partner, Snell & Wilmer L.L.P.
Managing Partner, GPalmer and Associates
Dean's Leadership Circle Endowed
Professor & Director, Center for Investment & Welath Management - University of California Irvine