How To Give
As a Charitable Gift Account (aka Donor Advised Fund) Holder, you can make grant recommendations to the charitable accounts at your brokerage firm.
Recommendations are generally processed within a few business days, and those made online are generally processed immediately.
There are no restrictions on the maximum number of grants that can be recommended in any given time period, and the minimum requirement is at least one grant every seven years.
Recognize. Your grant recommendation can be “acknowledged” to you, another person, or to the name you gave to the Giving Account, such as The Smith Family Fund.
Designate. You can recommend that the grant be used to support the Orange Catholic Foundation and direct your gift to the For Christ Forever Capital Campaign, a parish, school or Catholic charitable organization.
Schedule. Your grant recommendation can be set up as an ongoing remittance or “scheduled grant.” You can choose from the following frequencies: monthly, quarterly, semi-annually, and annually.
Repeat. Once you’ve recommended a grant to the Orange Catholic Foundation, you can easily recommend a “re-grant” anytime online, with one easy click.
For more information, please contact the Orange Catholic Foundation at 714-282-3021 or PlannedGiving@orangecatholicfoundation.org.
Orange Catholic Foundation
13280 Chapman Avenue
Garden Grove, CA 92840
Checks payable to: Orange Catholic Foundation
We invite you to explore our lists of funds to discover how you can make a difference in our Diocese of Orange by supporting one of our existing funds or establishing your own fund at the Orange Catholic Foundation.
Please click here for more information and to see a list of existing funds.
On December 18, 2015 President Obama signed into law legislation that extends the special IRA rollover incentive for gifts completed in 2016 and future years.
• The law makes the IRA charitable rollover permanent.
• The law makes the IRA charitable rollover retroactive to December 31, 2015. Charitable distributions transferred directly from your IRA to the Orange Catholic Foundation at any point during 2016 will qualify as a rollover gift. These gifts (up to the $100,000 limit per person) are both tax-exempt and can be used to meet your required minimum distribution.
IRA Charitable Rollover Details. The basic rules for IRA Charitable Rollovers remain the same. A donor age 70 1/2 or older can transfer up to $100,000 from their IRA to a qualified charity, such as the Orange Catholic Foundation, each year. A married couple who are both 70 1/2 or older at time of the transfer can each transfer $100,000 from their IRA’s for a total of $200,000.
• Your IRA administrator may take several weeks to process your request for a transfer of your distribution to the Orange Catholic Foundation. Please consult with your IRA plan administrator for instructions and deadlines.
• Distributions from your IRA that are made out to you personally and not to the Orange Catholic Foundation will not count as an IRA Charitable Rollover.
As stated before, an IRA Charitable Rollover is a tax-exempt distribution from the IRA. The amount transferred can be used to meet your required minimum distribution.
Click here to view and download IRA Charitable Rollover Instructions and Form
Please visit our Planned Giving webpage for more details.
If you have any questions, email PlannedGiving@orangecatholicfoundation.org or call (714) 282-3134.
For more information on matching gifts, please contact the Orange Catholic Foundation at 714-282-3134 or at Ywright@orangecatholicfoundation.org.
Stock Donation Form