Omaha Community Foundation’s Post

I missed this over the holidays so in case you did too, I am sharing this survey about philanthropy advice by Charities Aid Foundation (CAF) The interesting (depressing? shocking?) statistic that struck me was: 75% (of 215 IFAs, wealth managers and chartered planners surveyed) said they have never referred a client to another individual or organisation for further help. I completely agree with CAF's conclusion "clearly more work to be done not only in upskilling advisers on philanthropy matters, but in making them aware of the specialist support that is available". There are lots of great Philanthropy Advisors out there and you owe it to your clients to get to know them and start making referrals. #philanthropy #advisors

Research in the US has found that 92% of affluent investors who use an adviser did not consider their parents' adviser in their selection process. So how can advisers retain more next-generation heirs as clients? Part of the solution may be advising on philanthropy. Research has found substantial demand among younger millionaires for help with their charitable giving. With this in mind, we Charities Aid Foundation (CAF) asked 215 IFAs, wealth managers and chartered planners how well they're responding. ✅ Click below to find out more and download our NEW report 'Advising the Next Generation' CAF will be producing a range of tools and content in 2024 to support advisers with philanthropic conversations, signposting and advice, so watch this space and let me know if you would like to find out more. #philanthropy #nextgen

Discover how to bundle charitable contributions in our latest article—A Bunch of Benefits. Incorporate this sophisticated strategy into your year-end giving plan to amplify your impact on the causes you care about.

#POPQUIZ! Whether you're thinking of starting a fund soon, or just want to better understand options for the future, this quiz will help match you to the best fund type based on your gift type, charitable interest areas, and grantmaking preferences. Give it a whirl, and call us if you want to start the process. It only takes one meeting to start a fund! #startafund #charitablegiving #philanthropy

If you're a Fabulous + Philanthropy subscriber, check out the email we sent today asking for your support of the Charitable Act ... not a subscriber? Check out the message below and hit subscribe in the top left corner to get future fabulous philanthropy updates!

🆕 How anonymous grantseeker reviews can help strengthen peers' applications: Reflections from Yapp Charitable Trust. Yapp Charitable Trust has received over 65 anonymous grantseeker reviews on the #GrantAdvisorUK platform. Ellen Smyth caught up with Trust Secretary Joanne Anderson to find out why she's so proud of the relational approach the Trust takes, and how responding to anonymous feedback is an important part of that. Joanne also reflects on the practical tips that grantees have shared with each other in the anonymous reviews, and how this peer-to-peer advice can support more organisations to write strong funding applications 👉 https://buff.ly/3UOBCUB And we’d love to hear from you! Funders: what support do you need to start gathering feedback from grantees? Grantseekers: how do you feel about the changes funders have made so far in response to grantseeker feedback? Comment here or email grantadvisor@wearecast.org.uk

Giving appreciated stock to charitable organizations can be a highly-effective tax strategy. During years when highly-appreciated stock is in short supply, however, implementing this strategy may be easier said than done. This is when donor-advised funds come in handy! Not only does a donor-advised fund help organize charitable giving, but it can also protect your ability to support your favorite charitable organizations even when market conditions are less than favorable. Contact our team to learn more about how to establish your donor-advised fund! #GrowingPhilanthropy #YourCommunityFoundation

Hello CPA Community,    Did you know your clients aged 70½ and older can create impactful funds at our foundation using their IRA distributions?     In 2024, the IRS allows individuals to direct up to $105,000 from an IRA to a qualified charity, an increase from $100,000 in 2023. Here's the exciting part: your clients can make a once-in-a-lifetime Qualified Charitable Distribution (QCD) to a charitable remainder trust or charitable gift annuity, contributing up to $53,000 in 2024 (adjusted for inflation from $50,000 in 2023). Donor Advised Funds (DAFs) are excluded.     This unique opportunity not only benefits your clients by minimizing taxable income but also empowers them to make a lasting impact on causes close to their hearts. By establishing funds at The Community Foundation, donors contribute to a legacy that supports vital initiatives for years to come.     Let's collaborate to guide your clients through this tax-efficient strategy and make a difference together. Reach out to learn more about how we can help you and your clients navigate this powerful avenue for philanthropy.    #CPA #TaxEfficiency #Philanthropy #LegacyPlanning #FinancialStrategies #CharitableGiving #IRA #QCD #FoundationFunds 🌐✨ 

In a world filled with countless worthy causes, choosing where to direct your charitable efforts can be a daunting task. 🤔 How can you ensure your time, money, and resources are making the most significant impact? Join us for an illuminating discussion from Morton Wealth's 2023 Investor Symposium, where our Wealth Advisor, Kevin Rex, CFP®, sits down with Jessi Bierling of James Storehouse, and Stacy Swanson, CFRE of Interface Children & Family Services. Together, they tackle the questions that weigh on the minds of those with charitable inclinations. 🌍💖 Learn about the power of attending charity events, conducting thorough research with tools like Charity Navigator and GuideStar, and the profound impact of volunteering your time, expertise, and mentorship. It is so important to remember that help doesn't always have to come in a monetary form. Kevin, Jessi, and Stacy also dive into the world of Donor-Advised Funds (DAFs), offering insights on how to donate efficiently by contributing appreciated assets and planning multi-year donations. With DAFs, you retain advisory privileges over how the funds are distributed, and contributions are typically tax-deductible in the year they are made. So, if you're ready to make a difference and maximize the impact of your charitable giving, watch the full episode here: https://lnkd.in/gbSffW3Q . . . #CharityMatters #MakeADifference #CouchsideConversations

When you’re supporting your clients’ philanthropy, you may be involved in their charitable strategy, but you’re probably even more involved in helping them contribute the assets they use for grantmaking. In this spotlight piece, read about the ways in which NPT facilitates contributions of complex assets, and how your work makes your clients’ giving possible. #ForAdvisors #Advisors #Philanthropy