Guide Your Clients

Tools & Resources

Tools & Resources

The Orange County Community Foundation provides a variety of tools and resources to help advisors like you maximize the impact of your clients’ charitable giving.

Here you can find free, impartial and confidential resources as your explore your clients’ philanthropic options. We are here for you.

To learn more about our services, click HERE.

We Offer:

  • Consultations with you (and your clients, should you wish).
  • Complimentary gift illustrations and calculations.
  • Complimentary publications and resource materials to help you discuss current and planned giving options.
  • Our Advisor Insights enewsletter provides timely insights into trends and issues in the investment industry.

Speaking Engagements

Interested in learning more about how charitable giving can benefit your clients? Our team members are available to speak with your clients at industry seminars and meetings, educational forums, and more on the following topics:

  • Charitable giving options and benefits
  • Community needs and issues
  • Planned giving
  • Industry trends and emerging issues



Mary Jacobson
Vice President, Philanthropic Services and External Relations

(949) 553-4202 ext. 222