Guide Your Clients

Types of Funds

Types of Funds

Charitable Solutions for Your Clients

A wide range of charitable funds allow each donor to tailor the timing, form and impact of their gifts.

 

For all funds, the Orange County Community Foundation provides professional stewardship and oversight to ensure that donor intentions are honored, forever.

 

OCCF client-advised funds may be endowed or non-endowed.

To instill the value of giving, some grandparents establish client-advised funds and involve their grandchildren as advisors.

Donor-advised Fund

Minimum effort, maximum impact. An OCCF donor-advised fund allows the donor to create and name a fund, serve as its advisor, and recommend charitable distributions. Each gift to an OCCF fund triggers an immediate tax deduction. OCCF handles the legal, financial and administrative burdens, including writing grant checks and tracking results. As a donor advisor, you can take time and focus on the fun part: recommending grants from your fund.

Signature Fund

Personalized philanthropy, flexible investment options. Our Signature Fund combines the best features of a private foundation with all the benefits 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 privacy, flexibility, family involvement, recognition and expertise.

A donor-advised fund with assets of $1 million or more qualifies as a Signature Fund.

The Orange County Endowment Fund

  1. Excellence in Education Fund
    Supports programs that help close the achievement gap for local students, with a focus on training and development for teachers using research-based practices.
  2. Health and Wellness Fund
    Supports prevention and early health intervention for children with special focus on access to healthcare, immunization, and child abuse prevention.
  3. Arts and Culture Fund
    Supports the growth and sustainability of the nonprofit arts and cultural sector in Orange County, with a sub-fund devoted solely to supporting arts education for local students.
  4. Environment Fund
    Supports hands-on education in schools, public understanding of Orange County’s unique natural resources, and conservation and preservation of open spaces.

Legacy Fund

Funded through a bequest, legacy funds support favorite causes in perpetuity.

Agency Endowment

An agency fund allows donors with a deep tie to a particular organization to support it in perpetuity.

Scholarship Fund

Created by gifts or bequests, scholarship funds help students cover the increasing costs of higher education. Donors may support an existing fund or work with OCCF staff to design their own.

Field-of-Interest Fund

Established to support a specific charitable area, such as arts and culture, education, the environment or health and wellness.

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HAVE QUESTIONS?

Mary Jacobson Vice President, Philanthropic Services and External Relations

(949) 553-4202 ext. 222