Omaha Community Foundation’s Post

The end of the year is quickly approaching. What's your strategy to maximize year-end giving? This article has some insights to consider. https://buff.ly/46AmYDn #YearEndGiving #FundraisingStrategy #AFPNYC

"Over the past decade, consumers have become increasingly focused on working with companies that exhibit a purpose-driven approach. In response, many companies have jumped aboard the “giving back” bandwagon. That’s a good thing: As many experts have pointed out, giving back—as long as it’s done authentically—creates a win-win scenario for both individual brands and the communities they serve. ... Your organization may already engage in its own forms of giving back. However, if that giving doesn’t utilize a donor-advised fund, it may be worth exploring whether this type of vehicle is a good fit for you and/or your organization." https://lnkd.in/gNkyF9bj

The Great Wealth Transfer represents a pivotal opportunity for fundraising success through planned giving. We recently heard from experts like Austin Wrubel, JD, LLM, CAP®, Director of Planned Giving at Robin Hood, and Liz Wurster, Managing Director at J.P. Morgan Private Bank, who provided their insights on why nonprofits should leverage #plannedgiving today. Read the full story below.

As the year comes to a close, we know how important it is to meet your minimum distribution requirement as a foundation. Many of our customers and advisors rely on great resources like this article from Exponent Philanthropy in conjunction with the easy metrics dashboard and end of year checklists in Temelio to ensure their organization is in compliance. https://lnkd.in/edDTBacn

Advise with expertise on #charitablegiving. Emblem Wealth's article on #donoradvisedfunds is a valuable tool for any financial planner's toolkit: https://bit.ly/415GtT0 #WealthManagement #FinancialPlanning

How can a CAP (Chartered Advisor in Philanthropy) help a wealthholder? This article explains very well some of the main reasons I pursued the CAP designation and how it helps us serve the families and Boards we work with.

#Donoradvisedfunds present #wealthmanagement firms with a unique opportunity to provide added value to clients. In this article, Ren President and CEO, Joe Fisher, explains how #DAFs can help your clients reduce taxes and achieve philanthropic goals: https://bit.ly/3JAisvD

Why does philanthropy matter in the wealth management space? Financial advisors are witnessing a surge in charitable giving, and it’s becoming increasingly evident that aligning financial goals with philanthropic endeavors is not just a trend but a fundamental aspect of modern wealth management. 🎯 "Through vehicles like donor-advised funds, clients can grow their investments tax efficiently while promoting social value." You can read more about why philanthropy matters in wealth management in this recent article on AdvisorHub, written by Michael Nessim from Kingswood U.S. 👇 #DonorAdvisedFunds #WealthManagement #WealthTech #AdvisorTech https://lnkd.in/eRcuF3KD

2021 remains a favorable environment for tax-smart, high-impact philanthropy for your charitably-inclined clients. Learn why now is a great time to give. https://lnkd.in/gDtE9mqe

Embrace the power of giving. Charitable contributions are soaring, proving that it's not just about making an impact but also smart financial planning. Dive into Gretchen Goode's latest blog to discover how #SSNCInnovest can guide you in showing your clients a crystal-clear vision of their future. https://lnkd.in/guZcBKQa #fintech #wealthmanagement