Signature Funds

Signature Funds

A Signature Fund at the Orange County Community Foundation combines the elite features of a private foundation with all the advantages of a donor-advised fund. 

The high level of customized philanthropic support that comes with a Signature Fund at OCCF means you enjoy the utmost in privacy, flexibility, family engagement, grant programs, strategic planning, and expertise. 

A Signature Fund Offers:

  • Personalization & Customization.  A Signature Fund is distinctive and giving can be highly personalized. From business cards, custom printed stationery and checks with logo, to website and online services, we can provide a wide range of visibility or complete anonymity.
  • Expertise & Insight.Full access to the charitable and community expertise of our talented staff that knows Orange County and is committed to fulfilling your family’s philanthropic goals.
  • Family Facilitation.Capacity to support your giving today, while involving and preparing the next generations for tomorrow.
  • Customized Service.Our staff provides a high level of personal service and grant-making assistance that is tailored to facilitate philanthropy locally, across the nation, or around the world.
  • Flexibility.A Signature Fund can support contributions of a wide variety of assets which can be invested through OCCF’s investment pool or in partnership with a trusted professional advisor.

To Qualify for a Signature Fund:

  • A minimum average balance of $1M in assets within a 12-month period.  

OCCF’s Center for Engaged Philanthropy provides an elite level of philanthropic services designed to support the distinctive needs of signature fund advisors and private foundations.

Learn more about the Center for Engaged Philanthropy Click Here

Find Your Perfect Match

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Margita Blattner Senior Director of Philanthropic Strategy

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