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 Brady Marlow, a senior wealth strategist at Carson Wealth.
For your clients with charitable interests, what makes the Omaha Community Foundation a good partner to facilitate giving goals?
OCF has a very thoughtful way of eliciting the family’s values and passions. They take their time and understand that a giving plan is a journey of discovery. OCF is also a tremendous partner for business owners that want to give back through supporting other entrepreneurs.
How have your clients used the Omaha Community Foundation in their financial plans?
OCF has been a great partner in strategizing how to utilize charitable giving as part of a business transition. They provide thought leadership on how to best bring a family together through Donor Advised Funds, and our clients have utilized OCF to grow their funds earmarked for future giving.
How can advisors prompt clients to include their children or next generations in their charitable giving?
Advisors can offer to facilitate meeting themselves or have OCF facilitate meetings with the next generation. I have found the best way to create traction is to start small, such as giving each child an amount, having them pick an organization, then ‘report’ or describe why they choose that organization for their gift.
How has being a fundholder helped you learn about how your clients can use the Omaha Community Foundation’s services?
Being a fundholder has created a great awareness of the people and tools available at OCF. Whether I need to make a grant, think through how to best support a cause, or have tax questions, OCF is my philanthropic office!