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Advisor Q&A with Sharon R. Kresha

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. […]

Jul 18th, 2023   Advisors, Knowledge

Tax scrutiny: Should clients worry about the IRS’s bigger budget?

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

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

Non-Cash Assets can be a great giving opportunity

Know which type of asset donation will do the most good in the community and provide you with the biggest tax benefit. There is still time to plan for your […]

Dec 13th, 2022   Advisors, Donors, Knowledge

Farms and Funding a Family Legacy

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

Summer Legislative Updates and Looking Ahead to Sunsets

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

Back to Basics: Reminding Clients About Charitable Bequests

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

Charitable Bunching: The Fruits of Helping Younger Clients Plan Their Charitable Giving

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

The Community Foundation Edge

Advisors frequently comment that they’re surprised to discover the many ways the Omaha Community Foundation can help their clients, especially compared with national Donor-Advised Fund programs. Here are three examples […]

Jul 11th, 2022   Advisors, Knowledge, News, Philanthropy

Nonprofit Giving Habits: An Important Window into a Client’s Philanthropy

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

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.