ADVISOR TOOLKIT

Information for Your Clients

We’ve created a toolkit for quick access to resources that you may find helpful. Contact us anytime.

Resources

Donor Advised Fund vs Private Foundation
What is a Donor Advised Fund
Individually Managed Funds
OCCF Charitable Funds
Support Fees and Minimums

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Types of Funds

Assets We Accept

Advisor Toolkit

Fees

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Margita Blattner Senior Director of Philanthropic Strategy

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