Your partner in philanthropy. SEE advisor resources

Vogel joins Donor Services Team

We are excited to announce that Katie Vogel recently joined our Donor Services team as a Senior Advisor. In her new role at the Omaha Community Foundation, Katie will work […]

Mar 27th, 2024   Advisors, News, Philanthropy

Q&A with Dan Waters, attorney with Lamson, Dugan, and Murray

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. […]

Mar 25th, 2024   Advisors, News, Philanthropy

Tax return reviews help clients level up charitable giving plans

As you scan 2023’s charitable contributions, there is an opportunity to talk with your client about whether those gifts were made with cash or with other assets and then steer […]

Mar 25th, 2024   Advisors, News

Tips for serving clients who love local

Your clients certainly have no shortage of options for their philanthropic dollars. Many clients use their Donor Advised Funds, for example, at the Omaha Community Foundation to support favorite organizations […]

Feb 15th, 2024   Advisors, News, Philanthropy

FAQs: A snapshot of clients’ tax-time charitable giving questions

The year’s tax season is in full swing. Now is a good time for advisors to review a few basic tax principles related to charitable giving. Here are three questions […]

Feb 15th, 2024   Advisors, News, Philanthropy

15 professionals graduate from Chartered Advisor in Philanthropy® program

Through a year-long curriculum, 15 professionals gained the knowledge, resources, and tools necessary to help their clients reach their charitable giving objectives, while also helping them meet their estate planning […]

Feb 13th, 2024   Advisors, Philanthropy

Chartered Advisor in Philanthropy® Graduates

Since 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 162 professional advisors bring philanthropic expertise to clients. The yearlong program features a series of courses that teach professional […]

Feb 1st, 2024   Advisors, Philanthropy

Advisor Q&A with Amanda Forker, Attorney with Baird Holm LLP

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. […]

Jan 22nd, 2024   Advisors, Philanthropy

Tax law twists and turns: Five developments impacting charitable giving

At the Omaha Community Foundation, we are committed to keeping you up-to-date on what you need to know. Here’s a recap of five key developments last year that are most […]

Jan 22nd, 2024   Advisors, Philanthropy

Charitable giving tips for clients’ golden years

The rising popularity of the Qualified Charitable Deduction (QCD) appears to be inspiring an increasing number of retirees to re-evaluate their philanthropic plans. Before the clock winds down on 2023 […]

Dec 14th, 2023   Advisors, 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.