Your partner in philanthropy. SEE advisor resources
No matter how frequently you remind clients to pause before they automatically reach for their checkbook to make a charitable donation, many clients still give cash! As an attorney, accountant, […]
Apr 18th, 2024 Advisors
Tell us about yourself and your new company. With 18 years of experience in the financial industry, I’ve consistently specialized in business development roles, particularly focusing on serving high-net-worth individuals. […]
Apr 17th, 2024 Advisors
We are excited to announce that Katie Vogel recently joined our Donor Services team as a Senior Advisor. In her new role at the Omaha Community Foundation, Katie will work […]
Mar 27th, 2024 Advisors, News, Philanthropy
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. […]
Mar 25th, 2024 Advisors, News, Philanthropy
As you scan 2023’s charitable contributions, there is an opportunity to talk with your client about whether those gifts were made with cash or with other assets and then steer […]
Your clients certainly have no shortage of options for their philanthropic dollars. Many clients use their Donor Advised Funds, for example, at the Omaha Community Foundation to support favorite organizations […]
Feb 15th, 2024 Advisors, News, Philanthropy
The year’s tax season is in full swing. Now is a good time for advisors to review a few basic tax principles related to charitable giving. Here are three questions […]
Feb 15th, 2024 Advisors, News, Philanthropy
Through a year-long curriculum, 15 professionals gained the knowledge, resources, and tools necessary to help their clients reach their charitable giving objectives, while also helping them meet their estate planning […]
Feb 13th, 2024 Advisors, Philanthropy
Since 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 162 professional advisors bring philanthropic expertise to clients. The yearlong program features a series of courses that teach professional […]
Feb 1st, 2024 Advisors, Philanthropy
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. […]
Jan 22nd, 2024 Advisors, Philanthropy
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.