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Giving appreciated stock to nonprofit organizations is a highly effective tax strategy. During years when highly-appreciated stock is in short supply, however, implementing this strategy may be easier said than […]
Nov 4th, 2022 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. […]
Oct 19th, 2022 Advisors
During a routine check-in meeting, your client mentions that their employer was just acquired, their shares went through the roof, and they’re now flush with cash. “I’d like to use […]
Oct 14th, 2022 Advisors
Don’t be surprised if your clients start coming to your office with questions about a recent article about the IRS’s distribution rules for inherited IRAs. What’s the back story? Until […]
Oct 7th, 2022 Advisors
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Let’s look at two of these hot topics and how they relate to charitable […]
Oct 1st, 2022 Advisors
The Omaha Venture Group (OVG) recently celebrated its 20th grant season, awarding $26,000 to four area nonprofit organizations. The organizations were recognized at a grant night reception hosted at Carson […]
Sep 5th, 2022 Advisors, Grants, Philanthropy
As we approach the end of 2022, the Omaha Community Foundation (OCF) is here to assist with your year-end giving. The timing of your year-end charitable gifts affects your eligibility […]
Given that there are more than 2 million farms in the United States, most advisors have at least one client who owns farm property. Although the number of farms has […]
Aug 18th, 2022 Advisors, Knowledge, Philanthropy
On August 16, 2022, President Biden signed into law the Inflation Reduction Act. A few tax provisions made it into the final legislation (e.g., a corporate minimum alternative tax). Other items […]
Aug 18th, 2022 Advisors, Knowledge, News, Philanthropy
August is national “Make a Will” Month, which may prompt your clients to ask whether their affairs are in order. Of course, making sure a client has established an estate […]
Aug 18th, 2022 Advisors, Knowledge, News, 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.