Developing a charitable plan that includes the financial goals and philanthropic interests of your client is both a privilege and a challenge.
The Orange County Community Foundation considers attorneys, CPAs, financial planners, trust officers and other professionals to be valued partners in charitable giving and know it is no small task to develop a comprehensive and effective giving strategy for your clients.
With our thoughtful planning and diligent stewardship, your clients can maximize the return on their charitable investments.
OCCF partners with professional advisors to develop client-focused giving strategies that meet the clients financial goals and philanthropic interests.
People rely on key advisors for trusted advice and support in making strategic financial decisions. The same should be true when making charitable giving decisions. We partner with tax advisors and financial planners to help guide families seeking to make a philanthropic impact.
As a tax-exempt public charity, OCCF offers giving solutions that maximize benefits to donors on capital gains, estate and income taxes.
OCCF is able to process gifts of marketable securities, closely held stock, retirement funds, limited partnership and LLC interests, and real estate. Clients can give the gift outright or structure it to produce a lifetime of income.
A fund at OCCF has the benefits of a private foundation without any of the legal complexities, administrative burdens and compliance requirements.
A client’s OCCF fund can bear their name or that of their family, their hero or loved one. Or, if they prefer anonymity, we can ensure that too.
With diligent oversight by OCCF’s Investment Committee and the professional guidance of our independent investment consultant, a client’s fund can be invested for long-term growth, allowing them to make generous grants for years to come.
Your client will receive quarterly statements to keep you apprised of all activity. An annual independent audit by Moss Adams LLP is available to all donor advisors. Additionally, OCCF provides a secure on-line donor portal that provides access to fund balance, amount available for granting, donor statement report and investment overview report, as well as the ability to contribute directly to your fund.
We are your feet on the street. OCCF staff members frequently visit local nonprofits and participate in community conversations. We are always happy to share our knowledge and experience with you.
Your client’s goodness will grow. Under the stewardship of OCCF, their gift will support their philanthropic priorities forever.