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
At the Omaha Community Foundation, we are committed to keeping you up-to-date on what you need to know. Here’s a recap of five key developments last year that are most […]
Jan 22nd, 2024
Advisors, Philanthropy
The rising popularity of the Qualified Charitable Deduction (QCD) appears to be inspiring an increasing number of retirees to re-evaluate their philanthropic plans. Before the clock winds down on 2023 […]
Dec 14th, 2023
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. […]
Nov 28th, 2023
Advisors, In the Community
Clients coming to you at the end of the year want to ensure they are in the best possible financial situation heading into tax season. This proactive approach not only […]
Nov 28th, 2023
Advisors, Knowledge, Philanthropy
As we approach the end of 2023, the Omaha Community Foundation is here to assist with your year-end giving. The timing of your year-end charitable gifts affects your eligibility for […]
Oct 24th, 2023
Advisors, News, Nonprofits, 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. […]
Oct 18th, 2023
Advisors, News