You keep the client relationship.
We handle the gift.
Real estate with debt, LLC ownership, multiple owners, or other complexities.
A charitable planning specialist will call you. No cost, no obligation.
Your client wants to give appreciated real estate,
but the property carries a mortgage.
Your client is about to
sell or liquidate an appreciated asset.
Your client is selling a business
and is charitably inclined.
The Orange Catholic Foundation is the philanthropic foundation
of the Diocese of Orange, stewarding gifts for parishes,
schools and ministries across Orange County.
We specialize in non-cash and asset-based giving.
A category where most advisors rarely have an existing partner.
Gifts are stewarded through funds aligned with the USCCB Socially
Responsible Investment Guidelines, which matters to clients who
want faith-aligned stewardship of their assets.
Once a property is listed, some of the most useful charitable
options may already be off the table. The earlier an advisor spots
the opportunity, the more choices the client keeps.
Step 1
You spot a charitably inclined
client with a complex asset.
Step 2
You request a callback, and we talk
through the situation with you.
Step 3
We review the charitable side and
coordinate the next step.
By submitting, you agree to be contacted by The Orange Catholic Foundation about this inquiry. We do not share your information.
Read our privacy policy. For professional education only. The Orange Catholic Foundation does not provide tax or legal advice.
Complex gifts require tax, legal, appraisal and charity acceptance review.
Bring in OCF as the charitable planning partner on complex gifts.
