Advised Fund Resources
The following resources can help fund advisors to maximize the effectiveness of their donations.
Advised Fund Handbook
The Advised Fund Handbook summarizes OCF’s Advised Fund Program, including the grantmaking process and frequently asked questions. This useful tool will aid you in making grants from your fund and learning more about the services OCF offers. As always, OCF staff members are available to answer your questions. If you prefer to receive a printed copy of the handbook, please contact advisedfunds@oregoncf.org.
Fund Xpress
Fund Xpress is a secure online fund information site for OCF's Donor-Advised Funds Program. Through this site, fund advisors can submit grant recommendations, view fund financial information, and search for nonprofit organizations in need of support. This service is password-protected and maintains strict confidentiality.
A demo version of Fund Xpress is available here, using the following guest log in information:
user name = demo0126, password = ocfdemo
To request your own Fund Xpress login, please contact advisedfunds@oregoncf.org.
Fund Information Packets
Twice a year, fund advisors receive an informational fund packet that coincides with OCF’s spring and fall requests for grant recommendations. This packet provides the latest information about fund balances; the amount available for grants; recent grants from your fund; updates on the donor-advised funds program; and a grant recommendation form. As a fund advisor, you can also view your fund information anytime at Fund Xpress.
In addition to basic fund information, you can request grant suggestions based on your charitable interests. Please contact us if you’d like to receive grant suggestions with your fund packet. (Grant suggestions can also be viewed on Fund Xpress.)
Grant Review and Approval
All grant recommendations come before the Foundation’s board of directors for review and approval. Following approval, checks and grant award letters are mailed to recipient organizations. The award letter includes information on the grant's purpose, as well as the fund's contact name and address information. This allows the recipient organization to thank you personally. Alternatively, fund advisors may remain anonymous. All fund advisors receive confirmation from OCF that grant recommendations were approved and paid.
Grantmaking Calendar
The OCF fiscal year begins on January 1 and ends on December 31. Key periods for donor-advised fund grants include:
-
March and September: The semiannual fund packet is sent to advisors.
-
May: The OCF board reviews and approves March and April grant applications.
-
November: The OCF board reviews and approves September and October grant applications.
In special circumstances, grants may be recommended each month. OCF does not contact advisors prior to those dates.
Research Reports
As part of our support to donors and charitable giving in Oregon, the Foundation commissions research and publications on issues that affect our communities. The goal of this research is to foster constructive dialogue and build consensus. Past reports include studies on children and families, education, and livability through civic engagement. Although OCF supports these projects, we do not necessarily endorse specific positions taken in the publications. As a donor, you might be interested in these publications, which are available here.