Your partner in philanthropy. SEE advisor resources

Advisor Q&A with Sharon R. Kresha

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. […]

Jul 18th, 2023   Advisors, Knowledge

Advisor Resources: Summer topics worth watching 

Proposed legislation known as the Charitable Act appears to be gaining momentum in Congress. The bill calls for creating a “below the line” deduction for taxpayers who do not itemize […]

Jun 20th, 2023   Advisors

Gifts of cash or stock: Is it a toss up? 

 As your philanthropic clients can likely attest, the going has been rough for many of the nonprofits they support. Turbulent economic conditions, concerns about inflation, and challenges in the banking […]

Jun 20th, 2023   Advisors

Bridging the gaps in multi-generational family philanthropy  

Differing views within families are nothing new. For generations, common topics of disagreement have included popular culture, politics, religion, and parenting, to name a few. But money frequently tops that […]

Jun 20th, 2023   Advisors

7 reasons to partner with a community foundation

The Omaha Community Foundation was established in 1982, functioning primarily as a charitable bank for Omaha and Southwest Iowa philanthropists. Since then, our community knowledge has grown, programming has expanded, […]

May 24th, 2023   Advisors

Tax scrutiny: Should clients worry about the IRS’s bigger budget?

The IRS is investing upwards of $47 billion toward enforcement efforts, an amount that towers over the next-largest item on its spending plan, which is just over $12 billion slated […]

May 12th, 2023   Advisors, Knowledge, Philanthropy

Retirement plans to charity: Understanding the trifecta of tax benefits

Recently, you may have noticed an uptick in clients asking about leaving their IRAs and other retirement plans to a nonprofit organization. This likely has a lot to do with […]

May 5th, 2023   Advisors, Philanthropy

Advisor Resources: What we’re reading

As you talk with your clients about charitable giving, are you leading with tax benefits? If so, you may want to rethink your approach, according to this recent article, which […]

May 1st, 2023   Advisors, Philanthropy

Meet the 2023 Chartered Advisor in Philanthropy® Class

Since 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 147 professional advisors bring philanthropic expertise to clients. We are welcoming 16 new participants to this yearlong program. CAP® features […]

Apr 24th, 2023   Advisors, Philanthropy

Earth Day: These local groups bring people outdoors

Simple beautification or additions to local green spaces can be enough to encourage people to get outdoors more. Several Omaha neighborhood associations took time in 2022 to improve parks and […]

Apr 20th, 2023   Advisors, Grants, Nonprofits

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.