For Professional Advisors
Resources
New! Info Sheets Answer Common Client Questions
Help your clients understand how OCF can support their giving with this new series of informative one-sheets about topics they might be curious about. These PDFs are optimized for electronic sharing or printing.
- All sheets with a clickable table of contents
- Our Fund Types
- Assets We Accept
- Why Donors Choose OCF
- Donor Advised Fund Comparison
- Private Foundation Comparison
- Investment Program
- MyOCF Donor Portal
- Estate Giving and Life Income Gifts
- Giving In Your Estate – Why OCF
- Wealth Events
- Administrative Fees