Doing what’s best for your clients
Working with people representing so many different aspects of our community has taught us to appreciate the uniqueness of every individual and situation. This is doubly important with advisors who work on behalf of their clients.
You can have complete confidence in us.
We value the insight and expertise that advisors bring when developing a plan that meets the financial requirements and charitable interests of donors. And we are happy to provide you with the resources you need to advise your clients or to meet directly with clients at your request. This includes:
- Providing an informational presentation at your firm to better acquaint you with the work we do.
- Providing materials that help you to make decisions about giving options available to your client.
- Providing the opportunity to continue to work with your client’s OCF charitable accounts in an investment management relationship.
- Offering legacy giving options to help your clients have a lasting impact beyond their lifetime.
- Research specific organizations, issues and needs in our community that reflect the interests of your client.
- Offering insight into existing or emerging needs in our community, as well as the resources currently available to respond.
- Assisting your clients with establishing family giving objectives and participation to keep them moving forward in a positive way and focus on giving and not the operational details.
- Keeping you abreast of the latest philanthropic trends, issues and impacts occurring locally and throughout the U.S.
- Updating you on any changes to legislation that might impact your clients and their charitable giving.
- Assisting your corporate clients with establishing a philanthropic program ranging from annual giving guidelines to volunteering and pro bono service, as well as employee participation and even gift matching.
- Assisting your nonprofit clients with a range of services to meet their needs from establishing an endowment fund to build future sustainability to providing back-office and fundraising support as a fiscal sponsor.
Don’t take our word for it. Hear directly from our donors why they see value in working with the Omaha Community Foundation.
Doing More for your Clients
Meeting philanthropic goals are just as important as financial goals. Working with a community foundation gives your clients the best of both. An article in Investments and Wealth Monitor highlights all the advantages available when you and your clients work with a community foundation.