Advisors frequently comment that they’re surprised to discover the many ways the Omaha Community Foundation can help their clients, especially compared with national Donor Advised Fund programs. Here are three examples of the types of comments community foundations have heard from professional advisors:
- “I didn’t realize that the community foundation’s Donor Advised Fund offering was so much more than just an online account. My clients have loved getting to know other donors, accessing first-hand knowledge about what’s going on in the community, and being able to involve their children in philanthropic events and activities.”
- “I’m amazed at the variety of funds the community foundation can administer. Many of my clients have established Donor Advised Funds and have also augmented their philanthropic planning with a specialized fund such as a Designated Fund or Field-Of-Interest Fund. A big bonus for my retirement-age clients is that the community foundation can receive a Qualified Charitable Distribution from a client’s IRA into some of these specialized funds.”
- “My clients who sit on nonprofit boards have been so happy that grants from Donor Advised Funds–their own and others’–count toward the IRS’s public support test. That’s really helped new organizations in our community get off the ground.”
The Donor Services team at the Omaha Community Foundation is a resource and sounding board as you serve your clients. We understand the charitable side of the equation and are happy to collaborate as you manage the relationship with your clients.