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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
Tax Effects of Giving Long-Term Assets
LEARN MORE
Types of Funds
Assets We Accept
Advisor Toolkit
Fees
Margita Blattner
Senior Director of Philanthropic Strategy
(949) 464-4510
MBlattner@oc-cf.org
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Home
About
About Us
Strategic Initiatives
Financials
Staff
Board and Committees
Careers
Contact Us
Donors
Find Your Passion
Giving Through OCCF
Donor Resources
Explore Funds at OCCF
Get Involved
Research Local Nonprofits
Advisors
Working With OCCF
For Accountants
For Attorneys
For Financial Advisors
Advisor Toolkit / Resources
Research Local Nonprofits
Nonprofits
Nonprofit Meet & Greets
Nonprofit FAQs
Grants Overview
Nonprofit Resources
Students
Scholarships
Available Scholarships
Frequently Asked Questions
News & Insights
Latest News
Reports & Publications
Events
Stories of Impact
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