ORANGE COUNTY COMMUNITY FOUNDATION
1. Decide when to give
You can create your fund now, establish it in your will, or create it through a trust arrangement that benefits your family as well as charity.
You may give in honor of an anniversary, in celebration of a special event, or to support a cause. Tax deductions are earned at the time of
your gift, while grants awarded from your fund will continue into the future.
2. Decide what to give
Almost any kind of asset can be used to start your fund, such as cash, publicly-traded securities, closely held stock, interests in limited
partnerships, local real estate, life insurance, tangible personal property, and private foundation assets. We can also discuss other
options with you, such as bequests, charitable remainder trusts, charitable remainder annuity trusts, charitable lead trusts, pooled
income funds, charitable gift annuities, life income and deferred charitable gift annuities.
3. Choose the name of your fund.
Most funds are named for the donor, the donor's family, or as a memorial to someone special. Every grant from the fund will carry this
name. If you prefer anonymity, you may choose a name that reflects your fund's charitable purpose.
4. Choose a type of fund. Click here for a list of types of funds.
5. Contact us, and we'll help you on your way to making a difference in Orange County!
You can create your fund now, establish it in your will, or create it through a trust arrangement that benefits your family as well as charity.
You may give in honor of an anniversary, in celebration of a special event, or to support a cause. Tax deductions are earned at the time of
your gift, while grants awarded from your fund will continue into the future.
2. Decide what to give
Almost any kind of asset can be used to start your fund, such as cash, publicly-traded securities, closely held stock, interests in limited
partnerships, local real estate, life insurance, tangible personal property, and private foundation assets. We can also discuss other
options with you, such as bequests, charitable remainder trusts, charitable remainder annuity trusts, charitable lead trusts, pooled
income funds, charitable gift annuities, life income and deferred charitable gift annuities.
3. Choose the name of your fund.
Most funds are named for the donor, the donor's family, or as a memorial to someone special. Every grant from the fund will carry this
name. If you prefer anonymity, you may choose a name that reflects your fund's charitable purpose.
4. Choose a type of fund. Click here for a list of types of funds.
5. Contact us, and we'll help you on your way to making a difference in Orange County!
Are you ready to make a difference in your community?
| For Good..........Forever.........For Orange County. |
