At the Omaha Community Foundation, we work alongside families who care deeply about giving back. For some, that journey began with a private foundation—created to carry forward a legacy of generosity. But increasingly, we’re seeing families choose a different approach: transitioning from a private foundation to a Donor Advised Fund.
And it’s easy to see why. DAFs allow families to focus on the joy of giving rather than the paperwork that comes with a foundation.
While private foundations offer flexibility and control, they also come with administrative complexity, compliance challenges, and time-consuming management. In contrast, a Donor Advised Fund is a streamlined way to give—designed to keep your focus on impact, not paperwork.
For families who want to focus on impact and values, a Donor Advised Fund is often the simplest, most stress-free option. It allows families to give together, stay connected to their community, and experience the joy of giving without the administrative strain.
If you or your client is considering this transition, here’s how a Donor Advised Fund can help:
Let Go of the Hassle
Managing a private foundation takes time—especially across generations. From tax filings and board meetings to investment oversight and reporting, it can feel more like running a business than giving to causes you love.
Avoid Tax Pitfalls
If you’re planning to donate a family business or complex asset, doing so through a Donor Advised Fund at OCF can provide a more tax-efficient, risk-aware path forward.
Lean on Our Local Expertise
At the Omaha Community Foundation, we’ve helped many families successfully transfer from a private foundation to a Donor Advised Fund. Our team is here to walk you through every step—from preparing board approvals to final filings—with care and clarity.
Keep the Legacy
Families often worry they’ll lose something in the transition. The truth? You keep what matters. A Donor Advised Fund can carry your family’s name, mirror your foundation’s grantmaking approach, and involve future generations in meaningful ways.
Make a Smooth Transition
Once your Donor Advised Fund is established, the private foundation can grant most of its assets to the new fund. With final expenses paid, the legal and tax termination is typically simple—especially when partnering with a trusted public charity like the Omaha Community Foundation.
Considering the Switch? We’re Here to Help. Whether you’re ready to make the move or simply exploring your options, the Omaha Community Foundation is ready to support you. Our personalized service, deep community knowledge, and commitment to your goals make us a trusted partner in your giving journey.