Guide Your Clients

Create a Fund

Create a Fund at OCCF

Unlock a World of Good Through OCCF

A charitable fund at the Orange County Community Foundation makes it easy to support the causes and organizations you care about most — in Orange County or around the world. Choose from a wide-range of charitable funds and tailor the timing, form and impact of your gifts.

Setting up a private foundation can be time intensive and difficult to manage. OCCF's Signature Funds allow my clients to advocate for their favorite causes without the additional administrative and legal hassles.``
– Timothy J. Kay, Partner Snell & Wilmer LLP

It’s Easy to Get Started

For all funds, OCCF provides professional stewardship and oversight to ensure that donor intentions are honored, forever.

Create Your Fund

Our team will work with you to name your fund, assign advisers and establish giving intentions.

Contribute to Your Fund

Once your fund is open, you can make tax-deductible gifts of cash, securities, business interests or real property. You can select investment options to support your anticipated level of granting activity.

Recommend Grants

Grant recommendations can be made online via a secure form through our Donor Portal or can submit a customized charitable distribution request by email, fax or U.S. mail. Grants can be made to local, national or international charitable organizations or efforts. Our staff will conduct due diligence and contact you with any concerns. A grant check will be sent to the recipient organization with a cover letter explaining grant details and expectations.

Take Advantage of Exclusive Donor Services

Personalized service is just a call or click away. You can access our team of professionals as frequently as you desire. Customized services include strategic giving plans, family philanthropy resources, educational forums, site visits, and research in your areas of charitable interest.

Track Fund Activity

Quarterly activity reports summarize fund balance, grants, contributions received, investment activity and fees. And when you register online with our Donor Portal, you can view your grant and contribution history at any time.

Share

HAVE QUESTIONS?

Mary Jacobson Vice President, Philanthropic Services and External Relations

(949) 553-4202 ext. 222