Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of the population in the United States, may […]
Jul 11th, 2022
Advisors, Knowledge, Philanthropy
Thanks to the generosity of Iowans, all of the 2022 and 2023 Endow Iowa Tax Credits have been allocated. Please find details below on the waitlist for 2024 Endow Iowa […]
Jun 20th, 2022
Advisors, Philanthropy, Southwest Iowa
Your clients will arrive in 15 minutes. You’re reviewing the file. Everything is in order. The estate planning documents are up to date, and you’re ready to share the latest […]
Jun 16th, 2022
Advisors, Knowledge, Philanthropy
Especially over the last few years as social consciousness has increased, many of your clients may be more interested in how they can make a difference through their philanthropic activities, […]
May 23rd, 2022
Advisors, Knowledge, Philanthropy
Qualified Charitable Distributions (“QCDs”), also sometimes referred to as Charitable IRA Rollovers, have been in the news recently, especially in light of the proposed SECURE Act 2.0 legislation that passed […]
May 23rd, 2022
Advisors, Knowledge
“Challenge accepted.” Those words immediately popped into Mark Weber’s mind when business magnate and investor Warren Buffett challenged the group of Omaha philanthropists to help make their community the most […]
Mar 15th, 2022
Advisors, Philanthropy, Stories
Omaha continues to be a community filled with some of the most generous people in the nation. Now, 13 local professionals who completed the coursework to earn the professional Chartered […]
Feb 16th, 2022
Advisors, In the Community, Philanthropy
We’ve been working to strengthen our community by connecting fundholders and nonprofits for 40 years. In that time, we’ve learned a lot but we don’t pretend to know everything. What […]
Jan 19th, 2022
Advisors, Donors, Knowledge, Philanthropy
As 2021 draws to a close, we know that you are navigating the general uncertainty of potential tax reform. With all that you are juggling, we understand that philanthropic planning […]
Dec 2nd, 2021
Advisors, News, Philanthropy
As we enter the holiday season and the final days of 2021, the Omaha Community Foundation is ready to assist you with your end of year giving and grantmaking. In […]
Dec 1st, 2021
Advisors, Donors, Philanthropy