See Our Financial Strategy

Financial Stewardship

Stewarding Charitable Assets for Today and Tomorrow

The Board of Governors is responsible for the management of nearly $250 million in donor-advised and discretionary funds.

We have created multiple layers of oversight to ensure integrity and excellence in our process and our results. Here’s a snapshot of the roles fulfilled by the volunteers and experts vital to our success:

Board of Governors

Provides the broadest layer of financial oversight with direct input from the Finance Committee, Investment Committee, President and Vice President of Finance and Administration.

Finance Committee

Monitors the fiscal operations, policies and procedures of OCCF.

Finance Committee

  • Reshma Block, Chair
  • Greg Palmer, Compensation Chair
  • Mike Berchtold
  • Jeff Dankberg
  • Paul Heeschen
  • Doug Holte
  • David Seigle
  • Keith Swayne

Audit Committee

Assists the board in fulfilling its oversight responsibility relating to internal accounting and financial controls as well as the independent audit of OCCF’s financial statements.

Audit Committee

  • Bob Grant, Chair
  • Sally Anderson
  • Dan Bolar
  • Paul Heeschen
  • Timothy J. Kay
  • Paul Marx
  • Susanna Vakili

Investment Committee

Ensures that the Foundation maintains a diversified portfolio of assets to meet long-term investment return objectives and minimize risk.

Investment Committee

  • Mike Berchtold, Chair
    CEO, Berchtold Capital Partners
  • Ranney Draper
    Chairman, Spring Creek Investors LLC
  • Richard Gadbois
    Argyle Street Management Limited
  • Paul Heeschen
    Managing Partner, Heeschen & Associates
  • Douglas Hodge
    Senior Advisor, PIMCO
  • Timothy J. Kay
    Partner, Snell & Wilmer
  • Greg Palmer
    Managing Partner, GPalmer & Associates
  • Dr. Andrew Policano
    Dean’s Leadership Circle Endowed
    Professor & Director
    Center for Investment & Wealth Management
    UC Irvine
  • Paul Westhead
    Managing Director, Rimrock Capital Management, LLC

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Tracy Branson Vice President of Finance & Administration

(949) 553-4202 ext. 233