Family Foundation Services

Find Your Passion

For individuals and families who choose to practice their philanthropy through a private foundation, the Orange County Community Foundation can be a valuable partner.

With extensive grant-making experience and local community knowledge, OCCF is uniquely equipped to provide a variety of services for local foundations to support their local, national or international grant-making, including:

  • Focused research on funding priorities
  • Development of grant application guidelines
  • Review and screening of proposals
  • Organization of site visits
  • Grantee due diligence reviews
  • Advice on award amounts
  • Grant awards and agreements processing
  • Monitoring of grant accountability and impact

All of these services can be customized to meet your specific needs. The real benefits include a reduction in your administrative burden with expert staff support to achieve maximum impact of charitable dollars and the assurance that your foundation’s philanthropic goals will be successfully met.

OCCF Can Help With Your Foundation’s Required Qualifying Distribution

As a public charity, OCCF can accept a “qualifying distribution” from your private foundation to help fulfill your annual payout requirement. This distribution can be placed in a fund that will be advised by the trustees of your foundation, allowing you more time to deliberate and recommend grants. The benefits include:

  • No cost to establish
  • No excise tax on income
  • No annual distribution requirements
  • No annual reporting requirements
  • Anonymous giving at your request
  • Access to OCCF’s expert staff

Our Services

Donor-Advised Funds

Donor-advised funds are convenient, flexible tools, allowing you to support the causes you care about most while OCCF handles all administrative, legal, and reporting requirements.

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Signature Funds

A Signature Fund at the Orange County Community Foundation combines the best features of a private foundation with all the advantages of a donor-advised fund.

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Family Foundation Alliance

The Family Foundation Alliance is a group of local family foundations committed to learning and sharing together in order to maximize their philanthropic impact.

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Impact Philanthropy Group

Participants determine the program focus for each year and engage in a collaborative grantmaking program to boost their community knowledge and expertise as funders.

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Our Team

Keri Mesina

Keri Mesina

Director, Center for Engaged Philanthropy

Keri Mesina

Director, Center for Engaged Philanthropy

kmesina@oc-cf.org
(949) 553-4202 x260

Lindley Hanley

Lindley Hanley

Philanthropic Advisor, Center for Engaged Philanthropy

Lindley Hanley

Philanthropic Advisor, Center for Engaged Philanthropy

lhanley@oc-cf.org
(949) 553-4202 x270

Rachel Donawerth

Rachel Donawerth

Salesforce & Grants Administrator

Rachel Donawerth

Salesforce & Grants Administrator

rdonawerth@oc-cf.org
(949) 553-4202 x235

Find Your Perfect Match

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Keri Mesina Director, Center for Engaged Philanthropy

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