Your partner in philanthropy. SEE advisor resources
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Let’s look at two of these hot topics and how they relate to charitable […]
Oct 1st, 2022 Advisors
The Omaha Venture Group (OVG) recently celebrated its 20th grant season, awarding $26,000 to four area nonprofit organizations. The organizations were recognized at a grant night reception hosted at Carson […]
Sep 5th, 2022 Advisors, Grants, Philanthropy
As we approach the end of 2022, the Omaha Community Foundation (OCF) is here to assist with your year-end giving. The timing of your year-end charitable gifts affects your eligibility […]
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
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
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
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.