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Charitable Bunching: The Fruits of Helping Younger Clients Plan Their Charitable Giving

Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of the population in the United States, may […]

Jul 11th, 2022   Advisors, Knowledge, Philanthropy

The Community Foundation Edge

Advisors frequently comment that they’re surprised to discover the many ways the Omaha Community Foundation can help their clients, especially compared with national Donor-Advised Fund programs. Here are three examples […]

Jul 11th, 2022   Advisors, Knowledge, News, Philanthropy

Endow Iowa Tax Credit: June 2022 Update

Thanks to the generosity of Iowans, all of the 2022 and 2023 Endow Iowa Tax Credits have been allocated. Please find details below on the waitlist for 2024 Endow Iowa […]

Jun 20th, 2022   Advisors, Philanthropy, Southwest Iowa

Nonprofit Giving Habits: An Important Window into a Client’s Philanthropy

Your clients will arrive in 15 minutes. You’re reviewing the file. Everything is in order. The estate planning documents are up to date, and you’re ready to share the latest […]

Jun 16th, 2022   Advisors, Knowledge, Philanthropy

Social Consciousness: Today’s Expectations of Advisors

Especially over the last few years as social consciousness has increased, many of your clients may be more interested in how they can make a difference through their philanthropic activities, […]

May 23rd, 2022   Advisors, Knowledge, Philanthropy

QCDs from IRAs : Good News and Important Reminders

Qualified Charitable Distributions (“QCDs”), also sometimes referred to as Charitable IRA Rollovers, have been in the news recently, especially in light of the proposed SECURE Act 2.0 legislation that passed […]

May 23rd, 2022   Advisors, Knowledge

Mark Weber is Challenging Legacy Expectations

“Challenge accepted.” Those words immediately popped into Mark Weber’s mind when business magnate and investor Warren Buffett challenged the group of Omaha philanthropists to help make their community the most […]

Mar 15th, 2022   Advisors, Philanthropy, Stories

13 Local Professionals Complete CAP® Program

Omaha continues to be a community filled with some of the most generous people in the nation. Now, 13 local professionals who completed the coursework to earn the professional Chartered […]

Feb 16th, 2022   Advisors, In the Community, Philanthropy

Trends in Philanthropy to Keep an Eye On in 2022

We’ve been working to strengthen our community by connecting fundholders and nonprofits for 40 years. In that time, we’ve learned a lot but we don’t pretend to know everything. What […]

Jan 19th, 2022   Advisors, Donors, Knowledge, Philanthropy

Donor Services: A Resource for Philanthropic Planning

As 2021 draws to a close, we know that you are navigating the general uncertainty of potential tax reform. With all that you are juggling, we understand that philanthropic planning […]

Dec 2nd, 2021   Advisors, News, Philanthropy

Join the Giving

You can help us strengthen our community, and we can help you make your giving more effective. Be a part of the good we’re growing by contributing to one of our funds or opening your own philanthropic fund.