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
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 […]
May 23rd, 2022
Advisors, Knowledge
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
You may have missed our recent Virtual Corner Conversation on the Community Resilience Fund: Where Are We 18 Months Later. We took a deep dive into three of our Community Resilience Fund focus areas and […]
Nov 17th, 2021
Donors, Knowledge, Philanthropy
The Omaha Community Foundation has launched a new, comprehensive platform to house its data indicator project, The Landscape. The community-driven data project presents credible, comprehensive findings to better understand key […]
Jul 28th, 2021
Knowledge, News