Family Giving

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.

Amplifying Impact

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.”

Mike Hollern
Family Advisor

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.

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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.

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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.

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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.

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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.

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How it Works

Initial Proposal
Collaborative Action
Meaningful Impact


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.

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Curious to learn more about family giving? Download our Family Giving brochure, and browse our recommended list of resources


Are you a current donor? Contact your Donor Relations Officer to get started.

New to OCF? Contact us at