OCCF Fundholders
Personalized Service
We offer you the personalized service and planning to ensure your philanthropy is as effective, personal, meaningful, and impactful as possible.
Your Philanthropic Advisor
- Define a personal philanthropic mission statement
- Develop a family philanthropy plan
- Research causes and nonprofits that interest you in Orange County or across the globe
- Maximize the impact of your charitable giving
- Invite you to events and briefings that align with your passions
- Introduce you to other donors with similar interests
Did You Know You Have a Dedicated Advisor? Meet Yours!
Online Fund Management
You gain 24-hour access to our secure online fund management platform. You can easily:
- Recommend grants
- Review your giving history
- Find guidance for making new gifts to your fund
- Check your fund balance
- Download fund statements and investment performance reports
- Learn about upcoming events and review summaries of past events
- Identify giving opportunities
Already a Fundholder? Access Your Donor Portal Here
Engage & Learn
Impact Philanthropy Group
Participants determine the program focus for each year and engage in a collaborative grantmaking program to boost their community knowledge and expertise as funders.
Strategic Community Initiatives
With our strategic community leadership initiatives, you can collaborate with other philanthropists to make sustainable local change.
