Attorneys & Advisors


Events & Seminars

Join OCF for a Celebration! OCF Professional Advisor Appreciation Event (Portland)

Tuesday, March 12, 2019; 4:30 p.m. - 6:30 p.m.

The Barrel Room at Urban Farmer: 525 SW Morrison Street / Portland, OR 97204

OCF President and CEO Max Williams and our team of Philanthropic Advisors invite you to join us as we recognize our partnership. We extend a special welcome to newer colleagues.

The registration for this event has closed. If you have questions about your registration, please contact Maggie Rounds, or 971-202-5965.

Special thanks to our event sponsor: Thede Culpepper Moore Munro Silliman LLP

OCF CE LUNCHEON for Professional Advisors: More than Just Donor Advised Funds (Portland)

Speakers: OCF CEO and President, Max Williams, and Senior Philanthropic Advisor, Wendy Chou

Monday, April 22, 2019; 11:45 a.m. - 1:30 p.m.

Portland City Grill; 111 SW Fifth Ave., 30th Floor / Portland, OR 97204

Most people who are familiar with OCF know it to be a host for donor advised funds that can serve as an elegant way for donors to organize their philanthropy. What is lesser known are the myriad ways OCF has partnered with the Oregon Attorney Generalrsquo;s Office, courts, and nonprofits to help resolve larger legal and community issues. In this luncheon program, OCF CEO and President, Max Williams, and Senior Philanthropic Advisor, Wendy Chou, will share whatrsquo;s happening behind-the-scenes of some recent headlines. Continuing education credits may be available pending application through the Oregon State Bar, Washington State Bar, Oregon Board of Accountancy and CFP Board. There is no charge for the meal and the program.

RSVP via this link by April 15th.

Questions? Contact Maggie Rounds at or 971-202-5965

Special thanks to our event sponsor: Ferguson Wellman Capital Management