A Q&A with Karen Pesek, Director of Finance at Pesek Law 

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. But don’t just take our word for it. Hear from professionals in the field like Karen Pesek, Director of Finance at Pesek Law and co-leader of the firm’s community service initiatives. 

With a strong focus on helping families align charitable giving with financial planning, Karen believes generosity is less about the size of a gift and more about intention, habit, and long-term impact. In this Q&A, she shares why she values the Omaha Community Foundation as a trusted partner that makes giving accessible, flexible, and meaningful for donors at every stage. 

Are there any common misconceptions clients have about entering into the world of philanthropy?  

 Yes. For example, many people think you need a large sum of money to get started with philanthropy. The truth is, even small gifts can have a meaningful impact, especially when paired with matching agreements that multiply the effect of donations. Giving is less about the size of the check and more about the habit of generosity and the intention behind it. 

What are the questions come up about philanthropy?   

A common question is how philanthropy can help lower taxes while also creating a positive impact in the causes people care about. Donors often want to understand how they can align their charitable giving with both their financial planning and their values, so they’re making a difference in the most effective way possible. 

How can advisors prompt clients to think about legacy planning?   

Advisors should begin these conversations early, especially with individuals who have the potential to become significant donors over time. It’s not always easy to identify who will step fully into philanthropy, but one thing is clear: people who make a habit of giving when they don’t have much will give even more when they have greater resources. Education and accessibility are key; by offering information and options early, advisors can help clients build a tradition of giving that includes their children and future generations. 

What makes OCF a good partner to facilitate giving goals?   

The Omaha Community Foundation has a strong reputation for stability, trust, and long-term stewardship. Omaha’s philanthropic community is diverse and vibrant, and OCF serves as a central, reliable hub where people can come together to do good. Their staff is accessible and knowledgeable, which inspires confidence. Another advantage is flexibility: donations can be made in cash or stock, making it easier for donors who want to give in specific ways. 

How does opening an account with OCF simplify giving? 

Having a fund at OCF creates simplicity and trust. For example, during capital campaigns, being able to receive large donations immediately is invaluable. Donors know their money is safe, designated for philanthropic purposes, and managed by a trusted partner. That sense of security and accountability builds an additional layer of confidence that the funds will be used as intended. 

Is there anything else you would like to say about the philanthropic spirit of Omaha?  

Omaha is a small big town, and its philanthropic spirit reflects that. There’s a unique closeness here—people are deeply connected and invested in making the city thrive. OCF is a powerful tool that brings like-minded people together, allowing their combined efforts to build the community we are so proud of today. 

Ready to Connect? 

Download our advisor toolkit and access ready-to-share philanthropic resources.

Schedule a personal session with our Donor Services Team: ask for Joey Felici, Donor Services Senior Advisor 402-614-8530 or joey@omahafoundation.org

Explore CAP® training to elevate your philanthropic advising through our Chartered Advisor in Philanthropy® program.

We look forward to partnering with you to serve your clients more effectively—and together, to grow a culture of meaningful giving in our community.