Orange County Community Foundation

What Orange County Community Foundation does

Orange County Community Foundation (OCCF) is a 501(c)(3) public community foundation founded in 1989 and headquartered in Irvine, California, that stewards $850M in total assets across more than 700 charitable funds. Its core products are donor-advised funds (with a $25,000 minimum initial contribution, no minimum additional contribution, and concierge-level Signature Funds for $1M+ accounts), field-of-interest funds, legacy/estate funds, and designated nonprofit funds, complemented by a Center for Engaged Philanthropy that provides personalized advisory services. OCCF also operates OC Nonprofit Central, a fully searchable online database of Orange County nonprofits, and runs collaborative giving days through the iheartOC program.

The foundation serves four primary customer segments: individual donors and families seeking tax-advantaged philanthropic vehicles; professional advisors (financial advisors, accountants, attorneys) who refer high-net-worth clients; 501(c)(3) nonprofit organizations seeking grants and visibility; and students applying for scholarships. GTM motions are relationship-driven (donor portal, personalized advisory), event-driven (giving days, annual meeting, Family Foundation Alliance gatherings), and community-led (professional advisor referral network).

OCCF's business model rests on foundation support fees charged against funds under stewardship plus investment returns on its permanent endowment, with FY2025 reporting $125M in grants and scholarships awarded and 15.7% one-year / 9.7% five-year annualized investment returns as of 12/31/25. The December 2025 launch of Vision 2030, a five-year strategic plan centered on six initiative areas (Economic Opportunity, Educational Access, Women's Health, Environmental Stewardship, Community Power Building, Youth Mental Health), defines the next phase of programmatic and geographic focus. OCCF holds a 4-Star Charity Navigator rating and ranks in the top 5% of granting activity among more than 800 U.S. community foundations.

Name

Orange County Community Foundation

Legal name

Orange County Community Foundation

Website

https://oc-cf.org

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Orange County Community Foundation is a 501(c)(3) community foundation managing $850M across 700+ charitable funds, offering donor-advised funds, philanthropic advisory, scholarships, and grantmaking to individual donors, professional advisors, nonprofits, and students in Orange County, California.

Ownership category

akta.pro rank

Product category

Community Foundation Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (8132), Other Grantmaking and Giving Services (813219)

akta.pro primary industry

Public Charities & Grantmaking Intermediaries (BPAGAKAE)

akta.pro secondary industries

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Community foundation
• Donor advised funds
• Charitable giving
• Philanthropic advisory
• Grant administration

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Foundation Support Fees: Fees charged to donors and funds that allow OCCF to serve donor needs and strengthen the Orange County community and local nonprofit sector. The foundation also generates revenue through investment returns on its $850 million in total assets as of 12/31/25.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

OCCF administers charitable giving vehicles (Donor-Advised Funds, Signature Funds at $1M+, Field of Interest Funds, Legacy Funds, Designated Nonprofit Funds) for individual donors, families, and professional advisors, while providing personalized philanthropic advisory through its Center for Engaged Philanthropy. It also runs community programs including scholarship administration, grantmaking, iheartOC Giving Days, and the OC Nonprofit Central searchable database of local 501(c)(3) organizations.

Product overview

Orange County Community Foundation (OCCF) offers a comprehensive platform of charitable giving services centered around fund management and community impact. The core offering consists of various fund types (Donor-Advised Funds, Signature Funds, Field of Interest Funds, Legacy Funds, and Designated Nonprofit Funds) that help donors manage their philanthropy with tax advantages and flexibility. The organization operates OC Nonprofit Central, a searchable database of Orange County nonprofits, and runs collaborative giving days through the iheartOC Giving Days program. OCCF's Vision 2030 strategic plan guides its six core initiatives: Economic Opportunity, Educational Access, Women's Health, Environmental Stewardship, Community Power Building, and Youth Mental Health. Additional services include scholarships, grant programs, the Center for Engaged Philanthropy, and Family Foundation Alliance membership for peer learning.

Differentiator

Problem solved

Functional benefit

Products and services

• Donor-Advised Funds A charitable savings account that allows individual donors and families to contribute assets, receive an immediate tax deduction, and recommend grants to charities over time through one flexible account.
• Signature Funds A donor-advised fund for donors with assets of $1 million or more that qualifies for concierge-level philanthropic services and more personalized attention.
• Field of Interest Funds Funds that allow donors to support evolving community needs by directing giving toward a specific area of interest they choose, such as arts, environment, education, or health.
• Legacy Funds Charitable giving through wills or estate plans that enables donors to leave a charitable legacy reflecting their values for assets they no longer need.
• Designated Nonprofit Funds Funds that make grants automatically to specific nonprofits to provide regular support in perpetuity to chosen charitable organizations.
• OC Nonprofit Central A fully searchable online database of Orange County nonprofit organizations that helps donors and residents understand the local nonprofit community and discover causes to support, including organizational profiles with programs, management, governance, and financials.
• Center for Engaged Philanthropy A dedicated advisory team providing personalized philanthropic advising to help donors maximize their charitable impact and achieve their giving goals.
• iheartOC Giving Days Collaborative online giving events that match local donors to Orange County nonprofits with shared missions to create concentrated giving momentum and leverage combined outreach efforts.
• Family Foundation Alliance A community of local family foundations that meets quarterly for engaging presentations and peer learning to bolster knowledge and impact on issues members care about.
• Avanzar Board Leadership Academy A 3-month training program designed to provide foundational skills to Latino professionals interested in nonprofit board service in Orange County.
• Scholarship Programs Scholarship funds established by individuals, families, businesses, and organizations that provide tuition assistance and financial support to new and continuing college students, including renewable awards.
• Grant Programs Grant programs made possible through the Orange County Endowment, field-of-interest funds, and legacy funds, guided by research on community needs and offering project support, capacity building, and core operating support.

Quantifiable outcome

• More than $1.25 billion in cumulative granting since inception
• +4 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• OC WorldcoreStrategic or Co-development Partner · 17 March 2026OCCF partnered with OC World, an award-winning multimedia nonprofit, to produce 'The Power of Community,' a six-part documentary series airing on KLCS-PBS. The series explores critical community issues including youth mental health, economic opportunity, educational access, environmental stewardship, women's health, and community building.
• Scholarship AmericacoreStrategic or Co-development PartnerOCCF partners with Scholarship America to disburse scholarship funds and provide students access to a wider range of scholarship opportunities through their platform.
• Academic WorkscoreStrategic or Co-development PartnerOCCF administers multiple scholarship programs through Academic Works platform, including AVID and Hispanic Education Endowment Fund scholarships.
• OneOCminorOthersOneOC is referenced as a resource partner with a mission to accelerate nonprofit success in Orange County.
• OC Philanthropy CentralminorOthersOC Philanthropy Central is Orange County's first searchable database for locally funding philanthropic organizations, referenced as a resource for donors.
• 2-1-1 Orange CountyminorOthers2-1-1 Orange County links vulnerable residents with health and human service resources; referenced as a nonprofit resource.
• Charitable VenturesminorOthersCharitable Ventures works with public and private partners to distribute funding to community-based organizations and small businesses.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Schwab Charitable: One of the largest national donor-advised fund sponsors, integrated with Schwab's wealth platform. Directly competes for HNW DAF dollars that OCCF targets through its Signature Fund and professional-advisor channel.
• Vanguard Charitable: National donor-advised fund sponsor with low-fee, index-oriented investment options. Competes for cost-conscious DAF donors in the same HNW segment OCCF serves, particularly through financial advisor referrals.
• Fidelity Charitable: The largest U.S. sponsor of donor-advised funds by AUM, offering a digital-first DAF platform to Fidelity and non-Fidelity donors. Competes for the same donor wallet as OCCF's DAF program but at national scale with lower minimums and a self-service model.

Direct peers

• The Cleveland Foundation: First community foundation in the U.S., offering donor-advised funds, competitive grantmaking, and civic initiatives. Comparable structurally to OCCF, including scholarship administration and a multi-decade operating history.
• Chicago Community Foundation (CFF): Community foundation serving the Chicago region with donor-advised funds, endowment services, and impact investing programs. Comparable in mission and operating model to OCCF, providing a cross-market reference point for scale and product breadth.
• California Community Foundation: Los Angeles-based community foundation offering donor-advised funds, signature funds, and scholarships, with a comparable product suite and target donor profile to OCCF. Operates at a larger scale in an adjacent California metro, making it the most directly relevant in-state peer.
• The San Diego Foundation: Regional community foundation serving San Diego County with donor-advised funds, endowments, scholarships, and grantmaking programs. Mirrors OCCF's structure of fund types, community initiatives, and donor-advisory model in another Southern California market.
• Silicon Valley Community Foundation: Largest community foundation in the U.S. by assets, serving the Silicon Valley region with donor-advised funds, corporate giving, and local grantmaking. Closest comparable to OCCF in mission, product mix (DAFs, advised funds, scholarships), and regional philanthropy focus.

Emerging players

• National Philanthropic Trust: Independent national sponsor of donor-advised funds focused on HNW giving, including complex asset contributions. Competes with OCCF for DAF and complex-asset (crypto, business interests, real estate) donors but operates without a local community focus.

Regional players

• Jewish Community Foundation of Orange County: Local Orange County community foundation serving a specific faith-based donor segment with DAFs, endowments, and grants. Operates in OCCF's exact geography with overlapping products, representing head-to-head donor competition in a niche segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCd1K4LzK6lQIXM8dT5c5tCQ
• Facebookfacebook.com/occommunityfdn
• LinkedInlinkedin.com/company/orange-county-community-foundation
• Instagraminstagram.com/occommunityfdn
• Xx.com/occommunityfdn

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Orange County Community Foundation