We're thrilled to celebrate our CFO, Tracy Branson, as she embarks on a well-deserved retirement after an incredible 33 years of dedication and innovation with OCCF. Tracy's unwavering commitment to excellence has truly grown the good in our organization and beyond.
Welcome, Brian Schaefgen!
We are delighted to extend a warm welcome to Brian Schaefgen, our new CFO! Brian brings a wealth of knowledge and experience to OCCF, having carved out a distinguished career in finance, reporting, capital markets, treasury, risk management, and strategic planning. Brian has served as CFO for both private and publicly traded enterprises over the past 30 years. Learn more about Brian >
We look forward to the fresh perspectives and dynamic leadership Brian will bring as we continue to build on 35 years of success.
Congratulations, Tracy, on an outstanding career, and welcome, Brian, to the OCCF family!
CELEBRATING IMPACT
Celebrating 5 Years of Impact: The African American Alliance Fund
June 19 (Juneteenth), 2025 marks a significant milestone for the African American Alliance Fund (AAAF) at the Orange County Community Foundation. Founded by our visionary President Tammy Tumbling on Juneteenth 2020, the Fund’s mission is clear: to raise awareness about systemic racism and support programs that uplift Black residents within Orange County and surrounding communities.
In five short years, the AAAF has made an indelible impact through $1 million in granting to 81 partner nonprofits, reaching more than 33,000 individuals through programs in our region, across the country and around the world.
As we celebrate the African American Alliance Fund’s 5th anniversary, we look ahead with excitement and determination to create even more impact in the years ahead. The African American Alliance Fund remains committed to empowering our community partners and fostering positive change, and we invite you to join us in this mission.
A Memorable Evening with Harmon Kong at The Heart of Legacy
Recently, we had the privilege of hosting The Heart of Legacy: Family Values & Purpose, an engaging program designed to inspire individuals and families to embrace the joy of giving and the lasting impact they can create through philanthropy.
The evening’s keynote speaker Harmon Kong—author of Values Over Valuables and founding partner of Apriem Advisors-- shared his profound wisdom and expertise. Kong delivered an inspiring and deeply personal talk about passing down purpose—not just possessions. “Don’t just give your kids something to live on—give them something to live for,” he stated.
The event also included interactive discussions designed to help attendees identify and prioritize their core values. OCCF philanthropic advisors were present to guide conversations, offering expert advice on how philanthropy can be an integral part of legacy planning.
Reach out to your personal philanthropic advisor or contact Joanne Forster to learn more and plan for your legacy.
On July 9th, 6 leading nonprofit organizations will come together to raise $75,000 in support of Orange County’s older adults in need. To learn more about how you can donate or participate in the cause, click the link below.
On July 30th, 8 organizations are coming together to raise $85,000, to sustain the ecosystems of Orange County. To learn more about how you can donate or participate in the cause, click the link below.
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