Advisors

President & CEO Trisha Finnegan with Attorney Cynda Ottoway of Crowe & Dunlevy.

Working with OCCF

We work with attorneys, CPAs, financial planners, trust officers and other professional advisors to help facilitate their clients’ charitable giving. Our knowledgeable staff can help you structure a giving plan that provides the maximum tax advantages and meets your clients’ charitable and financial goals.

Let’s Get Started

Gifts We Accept

Gift & Estate Planning

Fund Options

How We Work

Our Expert Team

Investment Performance

Testimonials

I’ve been doing this over 20 years, and one of the things I’ve learned is how much I don’t know. Having someone like Joe, and everyone at OCCF, just gives you a high comfort level. They really make it all about the client, and that really aligns with our firm.

Kendall King

Castle Wealth Advisor

I find with OCCF, and Joe in particular, he’s willing to spend enough time with all of my clients to make them feel comfortable and understand the process, which is a really special feature. They make it really easy for people to understand how they can give grants and make a difference.

Kendra Robben

Robben Law