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 Ralph Dovali, Partner at McMillen Dovali Co.
For your clients with charitable interests, what makes OCF a good partner to facilitate giving goals?
OCF provides a wide variety of tools to accomplish nearly any form of a charitable gift.
OCF’s knowledge of the local nonprofit community, which is second to none, provides our clients with a resource to determine the best fit for their charitable dollars. Clients often want to give to charities but don’t have a specific nonprofit they passionately support. The Landscape, their research project centered on eight areas of local community life, helps inform us on where we can most improve the quality of life in the greater Omaha area.
How have your clients utilized OCF?
Clients have set up and utilized a donor advised fund (DAF) at OCF as a key tool in their charitable giving. They love the flexibility of giving on a timeline best suited for them and the end-charity while still controlling when they experience the tax benefits afforded by donating to the DAF.
How has involvement with CAP and OVG enhanced your profession?
I met like-minded professionals with similar goals and interests in utilizing our time, talents, treasures, testimonies and ties (full credit to Hali Lee on the 5 T’s!) to pay forward what we have been so blessed to receive.
How can advisors prompt clients to include their children or next generations in their charitable giving?
By helping clients understand that philanthropy and charitable giving is not only about giving away money. When people live a philanthropic life, it is easy to pass those values down, starting at an early age.
Try cleaning out drawers and closets with children to provide donations, teaching them how this act will benefit others. Another approach is providing them with a periodic allowance, with a caveat that they should designate some percentage of it to charity and explain why. Or, try doing service projects together and explaining why we share our time and talent as a family.