Unlock the Power of Client Philanthropy with Oregon Community Foundation
Your clients can make a lasting difference by creating their own charitable funds, providing flexible, efficient, and tax-effective ways to achieve the greatest possible impact.
We are committed to helping you build, maintain, and deepen your connections with your clients for their wealth management, accounting or estate planning needs, often across generations. Our philanthropic advisors will assist you behind the scenes or in whatever capacity makes the most sense for you to deliver value to the individuals, families, and business you serve.
Download Client Info Sheets
Discover valuable resources with Oregon Community Foundation's client info sheets. These concise, informative documents are tailored to assist you in guiding your philanthropic clients through giving options, offering expert insights and practical strategies to optimize charitable giving.
In Their Own Words: Professional Advisors Talk About the Benefits of Working with OCF
Penny Serrurier on Unlocking the Power of Donor Advised Funds
Tony Abrams on How OCF Adds Value to Estate Planning
Ryan Collier on Meaningful Charitable Giving with OCF
We're Your Back Office for Client Philanthropy
EXPERTISE IN CHARITABLE GIVING
Our deep understanding of the charitable landscape in Oregon and beyond informs our personalized service to you and your clients. We can meet with your clients to learn more about their goals, values and interests to craft a tailor-made solution for them. We offer diverse fund options, including Donor-Advised Funds (DAFs), scholarships, and testamentary funds.
ACCEPTANE OF DIVERSE ASSETS
OCF handles all asset types, including complex gifts like real estate, business interests, tangible personal property like gold or fine art, promissory notes and life insurance policies. We can also serve as trustee for Charitable Remainder Trusts (CRTs), Charitable Gift Annuities (CGAs), and Charitable Lead Trusts (CLTs), maximizing impact while providing potential tax advantages.
EMPOWERING CLIENTS FOR GREATER IMPACT
We provide resources for clients to make a meaningful difference, offering research, education, networking, and grantmaking assistance to help achieve their philanthropic goals.
FAMILY PHILANTHROPY AND SUCCESSION PLANNING
Our consultative services extend to family philanthropy and succession planning, preserving legacies for generations. We work closely with families to develop customized strategies reflecting their values and priorities.
OVERSIGHT AND ADMINISTRATIVE SUPPORT
With OCF, your clients’ philanthropic endeavors receive careful attention, from honoring their donative intent to managing administrative tasks. We provide comprehensive oversight and support.
INVESTING FOR LONG-TERM IMPACT
We believe in long-term investments for financial returns and community impact. Our strategies ensure sustainable growth, making clients’ contributions impactful for years to come.
How it Works
