OCF Family Giving provides support to families seeking to come together around common values to make a positive impact on the causes they care about.
Our advisors help maximize charitable impact, guiding families through activities that result in clear strategies for giving.
Engaging family members
Advisors can help develop a custom giving strategy, advise on family governance and help families align values with giving. Families may participate in OCF-led trainings, gatherings and retreats to articulate goals and guide grantmaking.
Families who work with OCF access specialized knowledge, statewide resources and education to increase positive outcomes from giving. With OCF, families learn strategies to assess grant requests and have access to OCF’s in-house research team. OCF helps identify opportunities to leverage funding resources and connects families with nonprofits and like-minded donors.
“I think Family Giving at OCF is a marvelous resource for those multigenerational families facing issues not just of philanthropy, but also of intrafamily communication, cooperation and understanding.”
Legacy Building and Strategic Giving
Before joining with OCF, Sarah called her giving style a “peanut butter” approach – spreading a little bit of support among a long list of favored nonprofits with annual modest gifts.Learn More
Intergenerational Giving and Sharing
Mary and Jim wanted their entire family to participate in philanthropy. Their family members were all in different life stages with different needs and interests.Learn More
A Multi-Generation Family
Charitable giving has been in the DNA for four generations of the Jones Family Foundation. They wanted to keep the giving legacy alive for future generations through intentionally structured vehicles.Learn More
Private Family Foundation Dissolves into a Donor Advised Fund
A large family with a deep philanthropic tradition struggled to maintain the family foundation established by their parents. Exercises with OCF led them to build a large DAF to recognize the legacy of their parents.Learn More
Family Shares a Teachable Moment in Giving
A young couple had invested in a tech startup and at the IPO they set up a donor-advised fund (DAF) with shares of the stock and involved their three young children from the very beginning.Learn More
How it Works
Advising begins with an initial exploratory meeting to discuss family goals and address common questions.
For those interested in exploring additional services, an OCF advisor presents a proposal outlining the goals articulated in the consultation, and a recommended pathway toward progress and fees, where applicable.
Donors or representatives collaborate with OCF to accomplish established goals.
With OCF’s help, families build on their successes, supporting the causes they care about in a way that is meaningful and impactful.
Funds don't need to reside at OCF in order for families to benefit from OCF expertise. Family Giving services are available to current OCF donors as well as private family foundations.
OCF will work with you on a customized scope of work that fits your budget and goals.
Curious to learn more about family giving? Download our Family Giving brochure, and browse our recommended list of resources.