Stewarding Charitable Assets Today and Tomorrow

Our funds are managed with utmost diligence, balancing short- and long-term goals, in accordance with our donors’ objectives.

Our goal is to invest assets for growth while protecting charitable capital for greatest impact over time. A balanced, diversified portfolio of stocks, bonds, mutual funds and alternative investments ensures that philanthropic capital is maximized through all market cycles.

Investment Oversight

Since 1989, the Orange County Community Foundation has provided astute and diligent stewardship of the charitable assets entrusted to our care.


Financial Statements

The Orange County Community Foundation adheres to the highest standards for operating in the public interest and with full transparency.



Foundation Support fees allow us to not only serve the needs of our donors, but also strengthen the Orange County community and our local nonprofit sector.

People Image
Tracy Branson, CPA Chief Financial Officer

Contact Us

This field is for validation purposes and should be left unchanged.