Celebrating 40 Years with a Bold, New Look. LEARN MORE
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
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
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
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
Retirement planning, no doubt, is an important discussion topic during your client meetings every year. In recent months, though, you may have observed an uptick in clients’ questions about their […]
Jun 16th, 2022 Donors, Knowledge, Philanthropy
Our fundholders often ask us how to determine if a nonprofit is effective. Many times, financial reports are used as a measure of effectiveness, but a nonprofit’s finances only tell […]
Jun 14th, 2022 Donors, Grants, Knowledge, Nonprofits, 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 […]
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