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.

Jennifer Stewart on the Advantages of Working with OCCF

Charitable Gift Annuities with Joe Carter

Julie Dais on Working with Professional Advisors




“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

Discover More

How We Work

Gifts We Accept

Fund Options

Gift & Estate Planning

Our Expert Team

Investment Performance

How Can We Help You?

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Rhonda Godwin, CTFA

Chief Operating Officer

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Joe Carter, CAP®

Vice President, Development

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Julie Dais, CAP®

Director, Advisor Partnerships & Planned Giving