President & CEO Trisha Finnegan, VP of Development Joe Carter 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.
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Gifts We Accept
Gift & Estate Planning
How We Work
Our Expert Team
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.
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.
Meet our Team
Jennifer Stewart on the Advantages of Working with OCCF
Charitable Gift Annuities with Joe Carter
Julie Dais on Working with Professional Advisors