Your partner in philanthropy. SEE advisor resources

Giving a business to charity: Stack the odds in your client’s favor 

Despite recent reports of a 55% decline in charitable giving by the top 50 U.S. donors in 2022, high profile giving by donors associated with well-known businesses has maintained its […]

Mar 16th, 2023   Advisors, Philanthropy

Hidden no more: Designated Funds and Field of Interest Funds

Most attorneys, accountants, and financial advisors are well-aware of Donor Advised Funds and the reasons behind their popularity. This vehicle is an excellent way for your clients to organize their […]

Mar 16th, 2023   Advisors, Philanthropy

Disaster giving: Help clients make an impact

Both the recent one-year anniversary of the start of the war in Ukraine and the devastating earthquake in Turkey and Syria have spurred many people to explore ways they can […]

Mar 16th, 2023   Advisors, Knowledge

Advisor Q&A with Dan Kline

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 8th, 2023   Advisors

Nebraska’s $100 billion wealth transfer: Preparing your clients for legacy giving

Nebraska is in the early stages of the biggest transfer of wealth in the state’s history. According to recent estimates, more than $100 billion in wealth in Nebraska will be […]

Mar 1st, 2023   Advisors

Three quick tax tips for 2023

Advisors with charitably-minded clients are keeping an eye on the IRS’s list of priorities for the fiscal year, which includes a focus on several sections of the Internal Revenue Code […]

Feb 13th, 2023   Advisors

Spring cleaning: Make this the year to help clients get organized

If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to […]

Feb 13th, 2023   Advisors

Client conversations: Why your 2023 agenda must include charitable giving

Charitable giving has always been an important subject of discussions to have with your clients. But today, those conversations are more important than ever because widespread coverage of both major […]

Feb 13th, 2023   Advisors

Advisor Q&A with Brett Ebert

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. […]

Feb 13th, 2023   Advisors, Philanthropy

Valuable conversations: Why it’s smart to talk with your clients about charitable giving

  January is a good time to start helping your clients plan for their annual giving. With the year-end flurry of donations still fresh in many clients’ minds, you may […]

Jan 17th, 2023   Advisors, 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.