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We proudly announce the Omaha Venture Group 2022 membership and leadership team. Leadership Team A special thanks to the 2022 Interest Group Leaders, Committee Leads, & Co-Chairs for their dedication to […]
Aug 29th, 2022 Philanthropy
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
What is Impact Investing? Unlike traditional investing strategies, impact investments have the potential for double returns – positive, measurable social and environmental impact and financial returns. Further, unlike traditional philanthropic […]
Aug 11th, 2022 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
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
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
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.