Your partner in philanthropy. SEE advisor resources
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 5th, 2023 Advisors
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
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
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 […]
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 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
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
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
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
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
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.