ENDOWED FUNDS

Endowed Funds

It’s our passion to help you find yours. Whether your philanthropic interests are close to home or a world away, we’ll help you chart a course for meaningful impact on the causes closest to your heart.

The power of an endowment is in its continuity. When you create an endowed fund, you ensure lasting community impact through a permanent charitable fund. Your gift is invested over time, and a percentage of the fund’s market value is used annually to make charitable grants. Your gift is preserved forever, with the funds pooled for maximum benefit and invested to achieve long-term capital growth.

Your gift—and all future earnings from your gift—are a perpetual source of charitable community capital. And your legacy is preserved for generations to come.

OCCF donor-advised funds may or may not be endowed. If endowed, your original gift becomes the corpus, or principal, of the fund, and remains invested to fuel future granting. Over time, an endowed fund’s balance continues to grow while awarding grants every year.

"We live simply and want others to live more fruitful lives. We’re fortunate to be in a position where we can think about our legacy – and establish a gift that will sustain the work of organizations we believe in to make a real difference."

The Thorne Family
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UPCOMING EVENTS

Jun
12
Family Foundation Alliance: June 2024
An Exclusive Event for our Family Foundation Alliance Members TOPIC: More information coming soon! Q...
Sep
18
Family Foundation Alliance: September 2024
An Exclusive Event for our Family Foundation Alliance Members TOPIC: More information coming soon! Q...
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Keri Mesina Director, Center for Engaged Philanthropy

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