Financial Advisors

Continue Managing Your Clients’ Assets While They Support Their Preferred Charities Through a Donor-Advised Fund

If charitable giving is part of your clients’ financial plan, consider having a conversation about establishing a donor-advised fund or another type of charitable giving account through the Orange County Community Foundation.
An OCCF donor-advised fund can:

  • Enable your clients to limit capital gains tax on gifts of appreciated assets
  • Allow your clients to take the maximum tax deductions allowed by law for their charitable donations
  • Provide your clients with the opportunity to combine two or more years of charitable contributions into one-year, itemize deductions for that year, and take the standard deduction the other year(s)
  • Permit Individually Managed Funds (so you can continue to manage the assets in your clients’ donor-advised fund). Click here to learn more about this opportunity

Special Planning Opportunity: Name Your Clients’ Fund as a Beneficiary of Retirement Plans or Life Insurance Policies

If your clients have life insurance policies or retirement plan accounts and want to leave a portion of their assets to charity through their estate, you may advise them to name their fund at the Orange County Community Foundation as a beneficiary. This will allow them to continue their charitable legacy, without tying up the funds in probate or a trust contest. Click here to download language which clearly identifies the bequest your client is leaving to their fund at the Orange County Community Foundation.

Is OCCF a Good Fit for Your Clients?

Do your clients need a current charitable deduction, but are still looking for the right place to give? Are you interested in having a partner to offer your clients engaging educational opportunities open to their whole family? If so, OCCF may be a good fit for their charitable planning. Contact us to see how OCCF and our donor-advised funds can serve their needs.

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Margita Blattner Senior Director of Philanthropic Strategy

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