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Since 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 163 professional advisors bring charitable giving expertise to clients. We are welcoming 15 new participants to this yearlong program. […]
read postSiena Francis House’s Miracles Program added an Al-Anon Family Program last year, so the loved ones of people battling addiction also could receive support. When one Family Program participant’s loved […]
read postTell us about yourself and your new company. With 18 years of experience in the financial industry, I’ve consistently specialized in business development roles, particularly focusing on serving high-net-worth individuals. […]
read postAn expressive art therapy session for a grade schooler and their family in south Omaha. A digital platform that connects children and families with resources before a therapist becomes available. […]
read postSince 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 163 professional advisors bring charitable giving expertise to clients. We are welcoming 15 new participants to this yearlong program. […]
Apr 18th, 2024 Advisors, Philanthropy
Siena Francis House’s Miracles Program added an Al-Anon Family Program last year, so the loved ones of people battling addiction also could receive support. When one Family Program participant’s loved […]
Apr 18th, 2024 In the Community, News, Nonprofits
No matter how frequently you remind clients to pause before they automatically reach for their checkbook to make a charitable donation, many clients still give cash! As an attorney, accountant, […]
Apr 18th, 2024 Advisors
Tell us about yourself and your new company. With 18 years of experience in the financial industry, I’ve consistently specialized in business development roles, particularly focusing on serving high-net-worth individuals. […]
Apr 17th, 2024 Advisors
An expressive art therapy session for a grade schooler and their family in south Omaha. A digital platform that connects children and families with resources before a therapist becomes available. […]
Apr 3rd, 2024 In the Community, Philanthropy
We are excited to announce that Katie Vogel recently joined our Donor Services team as a Senior Advisor. In her new role at the Omaha Community Foundation, Katie will work […]
Mar 27th, 2024 Advisors, News, Philanthropy
Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]
Mar 25th, 2024 Advisors, News, Philanthropy
Our Donor Services team keeps track of legislation, legal developments, trends, news, and innovative strategies for all types of charitable giving so that we can keep fund holders and their […]
Mar 25th, 2024 Philanthropy
Just as each of your clients has a unique plan to meet their specific goals, each of your philanthropic clients needs a unique charitable giving plan. For example, for some […]
Mar 25th, 2024 News
As you scan 2023’s charitable contributions, there is an opportunity to talk with your client about whether those gifts were made with cash or with other assets and then steer […]
You can help us strengthen our community, and we can help you make your giving more effective. Be a part of the good we’re growing by contributing to one of our funds or opening your own philanthropic fund.