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.

We Offer:

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

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HAVE QUESTIONS?

Mary Jacobson Vice President, Philanthropic Services and External Relations

(949) 553-4202 ext. 222