Types of Funds

Types of Funds

A wide range of charitable funds allow each donor to tailor the timing, form and impact of their gifts. For all funds, the Orange County Community Foundation provides professional stewardship and oversight to ensure that donor intentions are honored, forever.

Donor-Advised Funds

A donor-advised fund is ideal if you plan to support multiple organizations, as it allows you to manage all of your giving through one account with ultimate flexibility. You  create and name a fund, serve as its advisor, and recommend charitable grants. Each gift triggers an immediate tax deduction. OCCF handles the legal, financial, and administrative burdens, including writing grant checks and tracking results. As a donor advisor, you can take time and focus on the fun part: recommending grants from your fund. Click to Learn More

Signature Funds

A donor-advised fund with assets of $1 million or more qualifies as a Signature Fund. Signature Funds quality for concierge-level philanthropic services, flexible investment options, customized communications offerings and multi-generational family engagement. Signature Funds combine the best features of a private foundation with the benefits of a donor-advised fund. A Signature Fund at OCCF provides the utmost in privacy, flexibility, family involvement, recognition, and philanthropic expertise. Click to Learn More

Field of Interest Funds

A Field of Interest Fund offers you the opportunity to support evolving community needs by focusing on an area of interest that you choose, like animal services or the performing arts, relying on the expertise of the Foundation’s staff. Click to Learn More

Legacy Funds

There are a variety of ways that you can be charitable beyond your lifetime. A Legacy Fund allows you to give through your will or estate plan when you no longer need the assets, enabling you to leave a charitable legacy that reflects your values. Click to Learn More

Nonprofit Funds

Nonprofits who wish to give their donors a way to support the mission of the organization forever may consider opening an endowment at the Foundation.

Nonprofit Endowed Funds
Established by a nonprofit for the charity’s own benefit. An annual scheduled distribution payout is available. Donors can make direct contributions to this fund.

Designated Nonprofit Fund
A Designated Fund allows you to make grants automatically to specific nonprofits will provide regular support in perpetuity. Donors can make direct contributions to this fund.

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Margita Blattner Senior Director of Philanthropic Strategy

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