OCCF Fundholders

Personalized Service

Orange County donors are making high-impact investments in their community through their funds at the Orange County Community Foundation.

We offer you the personalized service and planning to ensure your philanthropy is as effective, personal, meaningful, and impactful as possible.

Your Philanthropic Advisor

Define a personal philanthropic mission statement
Develop a family philanthropy plan
Research causes and nonprofits that interest you in Orange County or across the globe
Maximize the impact of your charitable giving
Invite you to events and briefings that align with your passions
Introduce you to other donors with similar interests

Did You Know You Have a Dedicated Advisor? Meet Yours!

Online Fund Management

You gain 24-hour access to our secure online fund management platform. You can easily:

Recommend grants
Review your giving history
Find guidance for making new gifts to your fund
Check your fund balance
Download fund statements and investment performance reports
Learn about upcoming events and review summaries of past events
Identify giving opportunities

Already a Fundholder? Access Your Donor Portal Here

Engage & Learn

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.

LEARN MORE