Assets We Accept

Ways to Give

Giving for Maximum Flexibility and Impact

We can accept a wide range of appreciated assets that provide you with maximum flexibility and convenience. You can establish or add to your fund with any of the following:


Quick and easy. Fully deductible for income tax purposes, gifts of cash can offset up to 60 percent of your adjusted gross income (AGI). Unused deductions can be carried forward for up to five years. Also a great option if you have experienced losses on long-term assets.

Publicly Traded Stock

Gifts of publicly traded securities and mutual fund shares qualify donors for an immediate charitable deduction of the full fair market value (up to 30% of adjusted gross income (AGI)) and an exemption from capital gains tax on the appreciation.


OCCF accepts cryptocurrency contributions. Donating a gift of cryptocurrency is an easy way to make a difference in your community, impacting today and transforming tomorrow. The IRS classifies cryptocurrencies as property, so donations to 501(c)3 charities like the Orange County Community Foundation are tax deductible.

Closely-held Business Interests

Far more complex to execute than cash, gifts of limited liability corporations, limited partnerships, or family limited partnership interests require care, consideration and careful planning. The Foundation knows all the rules and handles all the details. You can contribute the assets and get a tax deduction for the appraised fair market value, which can be up to 30 percent of their adjusted gross income (AGI).

Real Estate

When you give us outright or a partial interest in appreciated residential or commercial property you have held longer than one year, you qualify for a federal income tax charitable deduction and eliminate capital gains tax. And you no longer have to deal with that property's maintenance costs, property taxes or insurance.

Retirement Plan Assets

A direct contribution of retirement assets (IRAs, 401(k), 403(b)) to the Foundation as part of an estate planning strategy can be very tax efficient. In some situations, it can mean more funds for charities and heirs alike. Donate during your lifetime through a Qualified Charitable Distribution to an OCCF managed fund.

Life Insurance

You may designate your donor-advised fund account as the beneficiary of a life insurance policy or you may make a gift of the policy itself. You can name your donor-advised fund account as primary beneficiary of your life insurance policy or as contingent beneficiary should your other beneficiaries not survive you. After your lifetime, the benefits from your policy pass to your account free of federal estate tax.

Estate Gifts

Plan now, give later. A bequest is an easy way to include OCCF in your estate plan. It may be more advantageous to bequeath retirement funds or life insurance than other assets. By carefully considering what and when to give, you can maximize the transfer to heirs and favorite charities.


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Margita Blattner Senior Director of Philanthropic Strategy

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