 OCF
provides opportunities for fund advisors and their families to expand
on and pursue their philanthropic goals through:
- Opportunities to learn the fundamentals of grantmaking
- Events for fund advisors to meet one another.
See our News and
Publications
and Philanthropy Forums sections for current information
- Presentations by experts in the nonprofit sector.
See our News and
Publications
section for current information
- Professional program staff to advise on grantmaking
strategies and issues facing our state
- Semi-annual financial statements tracking advised
fund activity
- Expertise in working with
gifts of real estate and appreciated stock
- Expertise in deferred
gifts, such as charitable remainder trusts, bequests and charitable
gift annuities
- Family Philanthropy program
The Role of the Fund Advisor
As an active partner in the work of the Foundation,
you play a critical role in enriching the lives of Oregonians through
philanthropy. We suggest that an effective giving plan is the result
of fund advisors embracing the following responsibilities for their
fund:
- Annually evaluate your own philanthropic goals
- Find out how the Foundation can help you in
addressing your community’s issues and needs
- Seek out the best non-profit organizations to
accomplish your fund’s goals
- Talk with Foundation staff when your charitable
interests change
- Review the advisor packet materials sent by
the Foundation (See Advised
Fund Process) Ask for additional grant suggestions if the
ones included don't reflect their interests
- Visit a nonprofit organization in which you
have an interest.
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