Welcome to Orange County Community Foundation Planned Giving
Thank you for your interest in the Orange County Community Foundation and our partner charities. Our hope is to serve you and your family with helpful information on ways to create a lasting legacy. On our Meet the Charities page, you can contact and learn more about the charities in Orange County that we partner with to assist you. An increasing number of our friends are now benefiting from life income gifts, gift annuities and other plans.

Personal Planner

Integrity and Initiative Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. More ...

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

A Bequest to Further Good Work Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.

Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Gift Annuity for Real Estate Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

• View the donor stories.
• View a personal color story for yourself.
• Read the Personal Planner.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our planned giving staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

Roland Ho Director of Planned Giving

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

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Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact rho@oc-cf.org.

If you are a professional advisor, you may take the following steps on this site.

• View the latest charitable tax news.
• Research charitable tax questions.
• Calculate a charitable deduction.

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