Welcome Professional Advisors

The Orange County Community Foundation places great importance on its relationships with attorneys, financial planners, CPAs and brokers. We work in partnership with you to meet your client’s philanthropic and financial goals. Our staff includes an attorney, CPA and nonprofit executives with more than 100 years of combined experience.  We have the professional know-how to help you help your client navigate the path to philanthropy that best suits their needs and interests.

When your client gives through the Orange County Community Foundation, they can access a wide range of services to meet their goals. We can even help you counsel your client on the best giving options for their situation. Whether it’s organizing a gift of real estate, establishing a charitable gift annuity, or leaving a permanent philanthropic legacy, we can set you up for success. 

We continually strive to equip professional advisors on the latest philanthropic news and trends. We also offer customizable research materials for you to share with your clients. Click to access our planned giving resources and frequently-asked questions for professional advisors. And visit our events page for upcoming seminars and speakers.