Helping Your Clients Fulfill Their Charitable Wishes
For decades, Oregon Community Foundation has collaborated with attorneys, accountants, and financial planners to help their clients fulfill their charitable wishes, meet financial planning goals, enjoy significant tax advantages and make full use of OCF’s expertise and support. Your clients can enjoy the pleasure of giving without the burden of administration.
You have clients who care about giving during their lifetimes and as part of their estate planning. OCF is here to help your clients create a fund that reflects their goals. We help your clients navigate the how, what, and why of giving to maximize charitable outcomes.
For many, total net worth isn’t isolated to a bank account, it’s in material goods, investments, real estate or valuable possessions. OCF advisors are adept at helping donors transfer all types of assets into charitable funds.
OCF donors enjoy making grants or awarding scholarships with expert assistance from OCF staff.
Donors enjoy many benefits through OCF, such as participating in learning opportunities and collaborating with other OCF donors for greater impact. They can also watch their fund grow over time through OCF’s diversified investment strategy.