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Creating a Legacy

By August 15, 2022December 3rd, 2023No Comments

What Mark Do You Want to Make? How Do You Want to be Remembered? 

Since 1989, the Orange County Community Foundation (OCCF) has supported the charitable dreams of those who want to make a lasting difference during their lifetimes and beyond. We are honored to work with donors to steward legacies of giving that will last for generations. Today, OCCF stewards over 100 Legacy Funds for donors who have entrusted us to ensure their philanthropic vision lives on.

OCCF’s team of Philanthropic Advisors work with donors to document their charitable intent, desire for impact, and spending directives and associate them with their current donor-advised fund. Establishing these legacy guidelines means your philanthropic intent will be honored and fulfilled, forever, exactly as you wish after you pass.

If you are interested in establishing or updating your current legacy guidelines, please reach out to your personal Philanthropic Advisor today.

If you are interested in learning about legacy planning or have questions about the assets you can use for your legacy gifts, please contact Margita Blattner, Sr. Director of Philanthropic Strategy at or at 949.464.4510.