The Oregon Community Foundation shares your client’s wish that each charitable gift achieves maximum impact and aligns with deeply held philanthropic goals. The essentials of strong charitable planning, in our view, require professional management, meaningful and personal community connections, and attractive tax advantages. For your clients interested in giving now, or in deferred giving options, here is how OCF works with you and your clients:

Donor Services

We provide all administrative services related to a donor’s fund, including accounting, auditing, financial management, due diligence, grantmaking and evaluation. As a result, your client can fully enjoy the pleasure of giving without the administrative burden. OCF's professional staff is accessible and supportive. We excel at and enjoy personally connecting donors, their areas of interest and the needs of Oregonians.

Individualized Charitable Goals

Our depth and breadth of experience allow us to assist your clients with diverse philanthropic goals:

• Multiple Charities
  We regularly assist clients in giving to one charity or many, including setting up scholarship programs.
• Legacy Giving
  When your clients want to create a personal or family legacy in the community, we can help them achieve their long-term vision.

Ease of Participation

Our donor-friendly approach allows your clients to participate in many aspects of funding and grantmaking without the administrative responsibilities:

• Income
  OCF professionals have experience in managing gifts that provide an income stream from an appreciated asset.
• Life Insurance and IRAs
  We frequently work with donors whose assets include life insurance benefits and IRAs which will pass to beneficiaries subject to income and estate taxes. Gifting these assets to OCF allows them to pass without the tax burden.
• Family Businesses
  OCF assists donors with assets held in a closely held company  

Tax Benefits

Because OCF is a public charity, we are eligible to offer maximum tax deductions and other advantages not available to private foundations. The deduction is a tremendous benefit for donors. In addition, this creates more available funding to support your client’s philanthropic interests.

Professional Asset Management

Your client’s donated assets are professionally managed according to the investment policy established by The Oregon Community Foundation’s board of directors. Each fund is pooled and invested as part of the foundation’s total assets. This results in lower management fees, greater investment diversification and minimized investment risk.