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Advisors with charitably-minded clients are keeping an eye on the IRS’s list of priorities for the fiscal year, which includes a focus on several sections of the Internal Revenue Code […]
Feb 13th, 2023 Advisors
If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to […]
Feb 13th, 2023 Advisors
Charitable giving has always been an important subject of discussions to have with your clients. But today, those conversations are more important than ever because widespread coverage of both major […]
Feb 13th, 2023 Advisors
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. […]
Feb 13th, 2023 Advisors, Philanthropy
On Feb. 6, a massive 7.8 magnitude earthquake struck Syria and Turkey, killing more than 36,000 people. Recovery efforts are expected to take months, possibly years. Here is a list […]
Feb 13th, 2023 News, Philanthropy
A specific version of Black history and narrative is focused largely on pain and struggle. While it is important as individuals, institutions, systems, and communities to grapple with our complicity […]
Feb 3rd, 2023 Equity, In the Community, Nonprofits
One way to honor Black History Month is by becoming a better ally and educating yourself. Being an ally to your Black friends, neighbors, and colleagues is important 365 days […]
Jan 25th, 2023 Equity, In the Community
The generosity of the Omaha community never ceases to amaze us. You have helped us raise $265,000 to support families who were displaced when the Legacy Crossing apartment complex was […]
Jan 20th, 2023 In the Community, News
January is a good time to start helping your clients plan for their annual giving. With the year-end flurry of donations still fresh in many clients’ minds, you may […]
Jan 17th, 2023 Advisors, Philanthropy
Congress passed the much-anticipated $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”) on December 23, 2022, followed by President Biden signing the Act […]
Jan 17th, 2023 Advisors
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.