See Our Financial Strategy

OCCF’s Investment & Financial Strategies

OCCF’s Investment & Financial Strategies

Prudent Investment Management

That’s been our strong suit since 1989. Assets are invested for both growth and capital preservation. Maximizing donors’ ability to make charitable impact in both the near and long-term is our primary objective. And we’re good at it. OCCF ranks in the top 10% of U.S. community foundations in assets and is the 7th most active grantmaker among the more than 750 U.S. community foundations by CF Insights.

Wise Governance

OCCF’s Board of Governors represents a diverse group of experienced business and community leaders united in their dedication to OCCF as they apply their skills and expertise in the areas that ensure the most effective oversight and guidance of our work.

Investment, Discipline & Stewardship

For 27 years, the Orange County Community Foundation has provided astute and diligent stewardship of the charitable assets entrusted to our care. OCCF’s Board of Governors establishes guidelines, approves asset allocation, and reviews investment performance each quarter. The OCCF Investment Committee implements the board’s strategy with the support of our independent investment advisor, Cambridge Associates. To help donors make the most of their charitable dollars, OCCF manages investments to maximize returns while minimizing risk. A diversified portfolio of stocks, bonds, mutual funds and alternative investments, managed with vigilant and proactive attention, protects philanthropic investments.

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HAVE QUESTIONS?

Tracy Branson Vice President of Finance & Administration

(949) 553-4202 ext. 233