Resources

The following represents a sampling of the resources we have available to assist you in working with your clients.

Account Comparisons

The Omaha Community Foundation provides a variety of charitable accounts to meet the needs of your clients. Each account offers a different combination of flexibility and structure to best serve the needs of your client’s charitable goals. In addition to the array of benefits we offer our donors, each account holder receives a quarterly statement summarizing the account’s activity.

Giving Account Comparison

Nonprofit Account Comparison

Sample Statement

 

Gift Assets

By contributing a variety of assets directly to the Omaha Community Foundation, your clients may be able to avoid capital gains on the sale of the assets- and increase the amount of their charitable contribution and potentially, their tax deduction.

Gift Assets

 

Planned Giving Tools

At the Omaha Community Foundation, we’re a single entity that provides your clients with virtually limitless possibilities for their charitable giving not only now, but in the future. We can assist you and your clients in defining their philanthropic vision and ensure the outcomes meet their wishes. Below are the various methods available to fund a planned gift.

Charitable Planning Overview

Gifts by Wills or Trust

Gifts by Life Insurance

Charitable Remainder Trust

Charitable Lead Trust

 

Financial Information

The Omaha Community Foundation’s record of excellent financial management and strong investment returns is an important element of how we serve donors and nonprofits and grow the community’s charitable capital. We are pleased to report on our financial health and progress to date. Further details on our financial health and performance can be found within our annual audit and giving reports.

Investment Options with Returns

 

Please contact Matt Darling, Stacey Goodman, or Shannon Sands at (402) 342-3458 to request printed copies of any of these materials or inquire about additional services and materials available to support your work on behalf of your clients.

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