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
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
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
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
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
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
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
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
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
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. […]
Apr 17th, 2023
Advisors, Philanthropy