The Omaha community prioritizes philanthropy. Omaha is ranked in the top 3% of per capita giving in the United States, which means that financial, legal, and tax advisors in our community must be able to meet clients’ expectations for charitable giving planning. The Omaha Community Foundation is a perfect partner for advisors who want to provide these comprehensive client services. This fall, advisors can use OCF to maximize the benefits of charitable giving for clients, construct customized giving plans, or offer charitable options in estate plans with ease.
Customize Giving Plans
If you’ve noticed an increase in client interest around charitable strategies like establishing Donor Advised Funds or giving noncash assets, you’re not alone. These are real trends that are shaping the future of charitable giving. While it’s important for advisors to stay aware of these trends, partnering with OCF can allow your clients to establish a charitable giving plan customized to their goals.
“Whether we serve as your thought partner or participate in a conversation with you and your client, we are here as a resource anytime a client mentions that they’d like to launch or update a charitable giving plan,” Denney said. “We can facilitate discussions regarding giving vehicles, focus areas, grantmaking, engaging family members, and donor legacy.” The OCF team is equipped to guide families and individuals through these conversations to create giving plans that help clients meet their philanthropic goals while also providing solutions to complex giving situations.
Maximize the Benefits of Charitable Giving
With the upcoming election, financial, legal, and tax advisors are undoubtedly focused on how potential changes in tax laws could affect their clients.
However, no matter the changes, OCF has various charitable giving tools that can help you maximize the benefits of charitable giving for your clients. OCF’s range of charitable giving vehicles and additional services can support private foundations, businesses, families, and individuals who give.
“Advisors can work with the Omaha Community Foundation to find the charitable giving vehicle that best serves your client. We can also structure and accept complex gifts,” said Vanessa Denney, Vice President of Philanthropic & Donor Services. “We are here to support you and your clients and find a tailored approach that maximizes both the benefit for your client and the impact for our community.”
Simplify Giving in Estate Planning
When it comes to charitable estate planning, OCF can partner with you to simplify incorporating philanthropy into a client’s legacy. Whether it’s supporting their favorite causes or finding other ways to strengthen the community, working with the Omaha Community Foundation can simplify this part of the estate planning process and provide an easier avenue for clients to adjust their plans during their lifetime.
Advisors looking to encourage clients to take action on their financial and estate planning should mark October 21-27, 2024, for National Estate Planning Awareness Week. This week is dedicated to educating the public on the importance of estate planning and offers an excellent opportunity for outreach.
For more information or to partner with us, don’t hesitate to reach out to the Omaha Community Foundation. Our team is prepared to collaborate with you and your clients to create impactful and strategic charitable plans.