Philanthropy Archives - Omaha Community Foundation https://ocf.flywheelsites.com/news/category/philanthropy/ The Omaha Community Foundation serves as a catalyst for good by harnessing the power of philanthropy to strengthen our community. Mon, 22 Dec 2025 16:52:35 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://omahafoundation.org/wp-content/uploads/2022/04/cropped-OCF_Logo_Web_Symbol_Symbol-32x32.png Philanthropy Archives - Omaha Community Foundation https://ocf.flywheelsites.com/news/category/philanthropy/ 32 32 Make the Most of Your Year-End Giving  https://omahafoundation.org/news/make-the-most-of-your-year-end-giving/ Wed, 03 Dec 2025 15:55:46 +0000 https://omahafoundation.org/?p=29403 As the year draws to a close, the Omaha Community Foundation (OCF) is here to help you maximize your charitable impact while meeting important tax and giving deadlines. Whether you plan to […]

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As the year draws to a close, the Omaha Community Foundation (OCF) is here to help you maximize your charitable impact while meeting important tax and giving deadlines. Whether you plan to make a gift to your Donor Advised Fund (DAF), contribute appreciated stock, or establish a new charitable fund, thoughtful preparation now ensures your giving goals are met before December 31. 

Why Consider Non-Cash Assets 

Donating appreciated assets instead of cash can be a powerful giving strategy, especially before year-end. When you contribute non-cash assets directly to OCF, you may eliminate capital gains taxes and receive a charitable deduction for the fair market value of the gift. This helps you give more while supporting the causes you care about most. 

Common non-cash assets include: 

  • Publicly traded securities such as stocks, bonds, or mutual funds 
  • Privately held business interests, including LLCs and limited partnerships 
  • Real estate, farmland, or other property 
  • Life insurance policies 
  • Retirement plan assets 

By donating these assets directly, rather than selling them first, you can make a greater philanthropic impact and potentially increase your overall tax efficiency. 

2025 Year-End Giving Deadlines 

To ensure your gifts are processed by December 31, please note the following important deadlines: 

  • Complex assets like real estate, closely held business interests or stock, and legacy gifts: Initiate by December 9 
  • Wire and ACH transfers: Must be received into OCF bank accounts by December 31 
  • Check contributions: Must be postmarked by December 31 
  • Grant recommendations from your fund: Submit by December 29 to allow time for year-end processing 
  • Online gifts: Can be made through your donor portal or at omahafoundation.org until 11:59 p.m. on December 31 

If you plan to give complex assets such as stock, real estate, or business interests, it is best to start the process early so all paperwork and valuations can be completed before year-end. 

Partnering for Impact 

At OCF, we work closely with donors and their professional advisors to streamline complex giving, align philanthropic goals, and ensure charitable intent is fulfilled. Our team can handle the administrative details of processing non-cash gifts and provide charitable receipts for your records, making it simple to give with confidence and purpose. 

Get Started Today 

The final weeks of the year offer an opportunity to reflect on your values and invest in the future of our community. Whether you are an advisor guiding clients or a donor shaping your own legacy, OCF is here to help. 

Contact Kathy Schubauer, Director of Donor Services, at 402-614-9510 or kathy@omahafoundation.org to discuss your year-end strategy, explore options for giving non-cash assets, or open a new fund that supports the causes most meaningful to you. 

 

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How Local Giving Powers Omaha: A Conversation with Vanessa Denney https://omahafoundation.org/news/how-local-giving-powers-omaha-a-conversation-with-vanessa-denney/ Mon, 01 Dec 2025 20:21:15 +0000 https://omahafoundation.org/?p=29400   Trenton Magid and guest cohost Dave Fanslau, the City of Omaha’s director of planning, sat down with Vanessa Denney, vice president of donor and philanthropic services at the Omaha […]

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Trenton Magid and guest cohost Dave Fanslau, the City of Omaha’s director of planning, sat down with Vanessa Denney, vice president of donor and philanthropic services at the Omaha Community Foundation. Their conversation explored Giving Tuesday, trends in charitable giving, and how local donors can make a meaningful impact heading into year-end.

 

Grow Omaha: Vanessa, thanks for joining us. To start, give us the 30,000-foot view of the Omaha Community Foundation.

Vanessa: Thank you for partnering with us, Trenton. We’ve been in existence for over 40 years. We offer a variety of giving tools to help donors like yourself who want to give back to the community. Our goal is to help establish giving plans and use our community knowledge and expertise to ensure that donors who want to make a difference in the community can do so during their lifetime, but then also leave a lasting legacy that can make an impact on the Omaha community long term.

 

Grow Omaha: Giving Tuesday is coming up. What should people know about it?

Vanessa: Giving Tuesday is coming up Tuesday, December 2nd. It’s one of the largest giving days globally, but here in Omaha, it makes a significant impact every year. Omaha Community Foundation fund holders continue to play a major role in its success. And last year, we saw a 60% increase in grants to nonprofits through OCF charitable giving accounts. We count the donations that come through for the entire month of November in that total giving goal.

 

Grow Omaha: How long has Omaha been participating in Giving Tuesday?

Vanessa: It grew through a partnership with Share Omaha and has really became a major focus. It follows a national giving trend that we’re proud to support.

 

Grow Omaha: If someone wants to open a charitable giving account, how do they do it?

Vanessa: It’s simple. They can call us or visit our website. Because OCF is a 501(c)(3), donors can make one gift, receive one tax receipt, and then recommend grants over time to any qualifying nonprofit. We take care of the administrative details.

 

Grow Omaha: Omaha is known for generosity. How does local giving compare to other communities?

Vanessa: In 2024, OCF fundholders distributed $235.8 million through nearly 18,000 grants. Eighty percent of those dollars stayed in Douglas and Pottawattamie Counties. That level of local reinvestment says a lot about this community.

 

Grow Omaha: With so many ways to give, why do people choose the Omaha Community Foundation?

Vanessa: Our mission is to maximize the power of philanthropy to strengthen our community. We make giving easy, provide research and expertise, help donors engage their families, and step in where community needs and gaps exist. Recent examples include long-term recovery efforts after the Arbor Day tornadoes and the Food Relief Fund, which has already granted more than $120,000 to local food pantries.

 

Grow Omaha: What should people keep in mind as they plan their year-end giving?

Vanessa: Year-end is a busy time, so we encourage donors to reach out early. Many people are discussing charitable bunching, which involves making a larger contribution upfront to qualify for a deduction and then spreading their giving over time. With changes in the tax landscape, it’s a good idea to loop in your tax advisor as you plan.

 

Grow Omaha: Where can people find more information?

Vanessa: For Giving Tuesday details, visit the Omaha Community Foundation website or Share Omaha. And anyone interested in opening a fund or planning their giving can reach out to our team directly.

 

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2025 Gathering for Good! https://omahafoundation.org/news/youre-invited-to-the-2025-gathering-for-good/ Wed, 19 Nov 2025 17:52:26 +0000 https://omahafoundation.org/?p=29390 Enjoy food and drinks as we express our gratitude for our community partnerships and learn more about your local Community Foundation. During this event, you’ll have the opportunity to: Build […]

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Enjoy food and drinks as we express our gratitude for our community partnerships and learn more about your local Community Foundation.

During this event, you’ll have the opportunity to:

  • Build connections: Meet your Community Foundation staff and advisory committee members
  • Celebrate the leaders and nonprofit organizations making a difference through projects and initiatives funded by the Community Foundations in 2025!
  • Learn how you can support your local Community Foundation’s endowment fund and future grantmaking initiatives.

Register by November 24th. Feel free to bring a friend or family member who might be interested in the power of philanthropy.

Audubon, Crawford, Harrison, and Shelby counties

Cass, Fremont, Mills, Montgomery, and Page counties

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Southwest Iowa 2025 Year-End Giving Deadlines https://omahafoundation.org/news/2025-year-end-giving-deadlines-swia/ Wed, 19 Nov 2025 17:05:07 +0000 https://omahafoundation.org/?p=29389 As we approach the end of 2025, the Community Foundations of Southwest Iowa is here to assist with your year-end giving. The timing of your year-end charitable gifts affects your […]

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As we approach the end of 2025, the Community Foundations of Southwest Iowa is here to assist with your year-end giving. The timing of your year-end charitable gifts affects your eligibility for a charitable income tax deduction in the 2025 tax year. As you move forward with your year-end giving, please keep the following deadlines in mind. 

Gifts to Your Fund

Publicly Traded Securities — Gifts of publicly traded securities must be received into brokerage accounts by 3 p.m. Wednesday,  December 31. We encourage you to communicate with your broker about your gift plans, as many brokerage firms have their own year-end deadlines. As a general rule, we recommend you initiate your gift at least 10 business days prior to the deadline. Before you initiate your gift, please contact a Donor Services team member who will provide you with the appropriate transfer instructions. 

Complex Assets — Gifts of complex assets such as real estate, closely held business interests or stock, and legacy gifts should be discussed with our donor services advisor by December 9 to allow the Gift Acceptance Committee adequate time to review for approval and transfer by year-end. 

Checks — Checks sent via the U.S. Postal Service (USPS) must be postmarked on or before December 31. Checks sent via carriers such as FedEx, UPS, and DHL must be physically received at the office on or before December 31. 

Wire and ACH Transfers: Initiated at your bank — Wire and ACH transfers must be received into the bank accounts by December 31. We encourage you to communicate with your banker about your gift plans, as many banks have their own year-end deadlines. 

ACH Transfers: Initiated from the fundholder’s online account — Please initiate the transfer by December 17. Wire and ACH transfers must be received into bank accounts by December 31. 

Credit Cards — Online credit card contributions must be submitted via the fundholder’s online account by 11:59 p.m. December 31. 

Grants to Nonprofits from Your Fund

Grant requests must be submitted through your online account or via email by 5 p.m. Monday, December 29. The final day for processing grants to nonprofits in 2025 is Tuesday, December 30. Please note that the timing of grants does not impact eligibility for a charitable income tax deduction.

Office Hours

The foundation office will close at 5 p.m. Wednesday, December 31.

Contact Us

Please contact a member of our Donor Services team at (402) 342-3458 or giving@omahafoundation.org with any questions you may have. The entire team is deeply appreciative of your generosity this year and every year. Thank you for your dedication to our community.

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2025 Year-End Giving Deadlines https://omahafoundation.org/news/2025-year-end-giving-deadlines/ Wed, 19 Nov 2025 15:36:41 +0000 https://omahafoundation.org/?p=29362 As we approach the end of 2025, the Omaha Community Foundation is here to assist with your year-end giving. The timing of your year-end charitable gifts affects your eligibility for […]

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As we approach the end of 2025, the Omaha Community Foundation is here to assist with your year-end giving. The timing of your year-end charitable gifts affects your eligibility for a charitable income tax deduction in the 2025 tax year. As you move forward with your year-end giving, please keep the following deadlines in mind. 

Gifts to Your OCF Fund

Publicly Traded Securities — Gifts of publicly traded securities must be received into OCF brokerage accounts by 3 p.m. Wednesday, December 31. We encourage you to communicate with your broker about your gift plans, as many brokerage firms have their own year-end deadlines. As a general rule, we recommend you initiate your gift at least 10 business days prior to the deadline. Before you initiate your gift, please contact a Donor Services team member who will provide you with the appropriate transfer instructions. 

Complex Assets — Gifts of complex assets such as real estate, closely held business interests or stock, and legacy gifts should be discussed with our donor services advisor by December 9 to allow OCF’s Gift Acceptance Committee adequate time to review for approval and transfer by year-end. 

Wire and ACH Transfers: Initiated at your bank — Wire and ACH transfers must be received into OCF bank accounts by December 31. We encourage you to communicate with your banker about your gift plans, as many banks have their own year-end deadlines. 

ACH Transfers: Initiated from the fundholder’s OCF online account — Please initiate the transfer by December 17. Wire and ACH transfers must be received into OCF bank accounts by December 31. 

Credit Cards — Online credit card contributions must be submitted via the fundholder’s online OCF account by 11:59 p.m. December 31. 

Checks For a mailed check to qualify as a 2025 gift, it must be mailed on or before Wednesday, December 31, and the mailing date must be verifiable. Due to new U.S. Postal Service (USPS) rules effective Dec. 24, 2025, standard postmarks are no longer a reliable way to confirm when a gift was mailed. To verify a December 31 mailing date, donors must hand the envelope directly to a USPS employee and use one of the following services:

  • A Postage Validation Imprint (PVI) purchased at the counter
  • A manual (local) postmark applied by USPS staff
  • Certified Mail, Registered Mail, or a Certificate of Mailing

*Checks placed in a mailbox or mailed using a self-service kiosk may not provide proof of a 2025 mailing date. Checks sent via private carriers such as FedEx, UPS, or DHL must be physically received at the OCF office on or before December 31.

Grants to Nonprofits from Your OCF Fund

Grant requests must be submitted to OCF through your OCF online account or via email by 5 p.m. Monday, December 29. The final day for processing grants to nonprofits in 2025 is Tuesday, December 30. Please note that the timing of grants does not impact eligibility for a charitable income tax deduction.

OCF Office Hours

The Omaha Community Foundation office will close at 5 p.m. Wednesday, December 31.

Contact Us

Please contact a member of our Donor Services team at (402) 342-3458 or giving@omahafoundation.org with any questions you may have. The entire OCF team is deeply appreciative of your generosity this year and every year. Thank you for your dedication to our community.

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Donate to the Omaha’s Food Relief Fund https://omahafoundation.org/news/donate-to-the-food-relief-fund/ Wed, 29 Oct 2025 14:16:41 +0000 https://omahafoundation.org/?p=29368 We are partnering with the City of Omaha to collect funds to support households facing food insecurity. OCF will be a central hub for collecting and tracking donations and ensuring […]

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We are partnering with the City of Omaha to collect funds to support households facing food insecurity. OCF will be a central hub for collecting and tracking donations and ensuring local pantries receive support.

The Omaha Community Foundation established Omaha’s Food Relief Fund.

DONATE ONLINE

To donate via check:

  • Make your check out to the Omaha Community Foundation. Please put Food Relief Fund in the memo line.
  • Mail to: Omaha Community Foundation, 1120 S. 101st Street, Suite 320, Omaha, NE 68124

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From Fundraising to Philanthropy Services: Welcome Kathy Schubauer as Our New Director of Donor Services  https://omahafoundation.org/news/kathyschubauer/ Sat, 09 Aug 2025 15:51:19 +0000 https://omahafoundation.org/?p=29358 Join us in welcoming Kathy (Schuele) Schubauer to the Omaha Community Foundation as our Director of Donor Services.  An Omaha native and proud Marian High School alum, Kathy’s journey into […]

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Join us in welcoming Kathy (Schuele) Schubauer to the Omaha Community Foundation as our Director of Donor Services. 

An Omaha native and proud Marian High School alum, Kathy’s journey into philanthropy began early. While earning her finance degree at Texas Christian University, she completed formative internships with the UNL Huskers Athletic Fund and the TCU Frog Club. Those experiences, and a mentor who recognized her talent, set her on a path toward a career in fundraising. 

Kathy began her professional journey at TD Ameritrade Institutional in San Diego before returning home to Nebraska, where she joined the University of Nebraska Foundation. She joined the College of Engineering team with an ambitious goal to fundraise $115 million for Kiewit Hall. She was able to witness both the facility’s opening and the measurable impact it had on higher enrollment and national rankings. 

Her approach to donor engagement is rooted in building trust-based relationships—connecting philanthropists’ values with meaningful opportunities to make a difference. Kathy has learned from mentors and peers alike, crediting their example for her ability to balance professional ambition with raising her three young sons. 

In addition to her professional achievements, Kathy holds a Master of Public Administration from the University of Nebraska at Omaha and is an active volunteer. She has been a mentor with the TeamMates program, served on the Omaha Catholic chapter board of directors, and was the GALA Chair in 2018. She also serves on the Children’s Friends Board of Directors and supports Heart Heroes with her time and talents. 

Kathy is especially inspired by the Omaha Community Foundation’s community leadership and the collaborative approach to impact.  

“I love the collective idea of what philanthropy can accomplish,” she said. “I’m excited to get to know Omaha through the nonprofits serving so many different people—and to help connect donors with causes that reflect their values.” 

Outside of work, Kathy and her husband enjoy spending time with their three boys. She’s also a competitive person—both on and off the court—having been a three-time state tennis champion in high school and once swinging a hole-in-one on her first wedding anniversary. 

Kathy’s passion for community, proven track record in fundraising, and dedication to connecting people with purpose will strengthen the Omaha Community Foundation’s work and fundholder experiences in powerful ways. We are eager to welcome her into this role and look forward to the meaningful connections and impact she will help create. 

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Why Some Families Are Moving From a Private Foundation to a Donor Advised Fund  https://omahafoundation.org/news/a-happier-alternative-why-some-families-are-moving-from-a-private-foundation-to-a-donor-advised-fund/ Wed, 25 Jun 2025 18:54:48 +0000 https://omahafoundation.org/?p=29297 At the Omaha Community Foundation, we work alongside families who care deeply about giving back. For some, that journey began with a private foundation—created to carry forward a legacy of […]

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At the Omaha Community Foundation, we work alongside families who care deeply about giving back. For some, that journey began with a private foundation—created to carry forward a legacy of generosity. But increasingly, we’re seeing families choose a different approach: transitioning from a private foundation to a Donor Advised Fund.

And it’s easy to see why. DAFs allow families to focus on the joy of giving rather than the paperwork that comes with a foundation.

While private foundations offer flexibility and control, they also come with administrative complexity, compliance challenges, and time-consuming management. In contrast, a Donor Advised Fund is a streamlined way to give—designed to keep your focus on impact, not paperwork.

For families who want to focus on impact and values, a Donor Advised Fund is often the simplest, most stress-free option. It allows families to give together, stay connected to their community, and experience the joy of giving without the administrative strain.

If you or your client is considering this transition, here’s how a Donor Advised Fund can help:

Let Go of the Hassle 

Managing a private foundation takes time—especially across generations. From tax filings and board meetings to investment oversight and reporting, it can feel more like running a business than giving to causes you love. 

Avoid Tax Pitfalls 

If you’re planning to donate a family business or complex asset, doing so through a Donor Advised Fund at OCF can provide a more tax-efficient, risk-aware path forward. 

Lean on Our Local Expertise 

At the Omaha Community Foundation, we’ve helped many families successfully transfer from a private foundation to a Donor Advised Fund. Our team is here to walk you through every step—from preparing board approvals to final filings—with care and clarity. 

Keep the Legacy 

Families often worry they’ll lose something in the transition. The truth? You keep what matters. A Donor Advised Fund can carry your family’s name, mirror your foundation’s grantmaking approach, and involve future generations in meaningful ways. 

Make a Smooth Transition 

Once your Donor Advised Fund is established, the private foundation can grant most of its assets to the new fund. With final expenses paid, the legal and tax termination is typically simple—especially when partnering with a trusted public charity like the Omaha Community Foundation. 

Considering the Switch? We’re Here to Help. Whether you’re ready to make the move or simply exploring your options, the Omaha Community Foundation is ready to support you. Our personalized service, deep community knowledge, and commitment to your goals make us a trusted partner in your giving journey. 

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Growing Good Together: The McMeekins’ Commitment to Community https://omahafoundation.org/news/growing-good-together-the-mcmeekins-commitment-to-community/ Mon, 07 Apr 2025 14:44:53 +0000 https://omahafoundation.org/?p=29237 For Maggie and Mike McMeekin, giving back isn’t just a practice—it’s a way of life. Through their professional careers, leadership in nonprofits, hands-on volunteering, and financial generosity, the McMeekins have […]

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For Maggie and Mike McMeekin, giving back isn’t just a practice—it’s a way of life. Through their professional careers, leadership in nonprofits, hands-on volunteering, and financial generosity, the McMeekins have spent decades making a tangible impact in Omaha. As longtime fundholders with the Omaha Community Foundation (OCF), they have found a simple and effective way to support the causes they care about while staying deeply connected to the community. 

Maggie and Mike’s dedication to community service is rooted in their upbringing. Maggie, raised in Falls City, Nebraska, in a family of 12, recalls her parents as generous, community-minded individuals who set an early example of what it meant to give. Mike, originally from Columbus, Nebraska, carried similar values into his career as a civil engineer and later as the president of a local firm. 

“Being part of a community means seeing its needs and stepping up where you can,” Maggie shares. “That’s what my parents did, and that’s what we’ve tried to do.” 

Business as a Force for Good 

During his tenure in the engineering industry, Mike became acutely aware of the ethical responsibility businesses have to support the communities they serve. “There’s this idea that a company’s only role is to generate profit,” Mike says. “But businesses have so much more to offer. If we don’t support the nonprofits and organizations doing vital work, who will?” 

As a leader in the Greater Omaha Chamber’s Local Business Ethics Alliance, Mike championed the idea that companies should invest in their communities—not just financially, but through mentorship, pro bono services, and strategic partnerships. His firm provided free engineering services for water projects in South Sudan through Aqua Africa, demonstrating that businesses can and should use their expertise to create meaningful change. 

Hands-On Engagement 

Maggie’s decades-long career as an educator opened her eyes to the challenges many students face, particularly immigrant and refugee youth. After retiring, she found opportunities to continue making a difference, starting with tutoring students on college essays at Omaha South High School. 

“That experience changed everything,” Maggie says. “It opened my eyes to the incredible resilience of these students and the barriers they face.” 

That passion led both Maggie and Mike to deeper involvement in immigrant support organizations. Mike now serves on the board of the Center for Immigrant and Refugee Advancement (CIRA), a nonprofit working with immigrants and refugees, while Maggie remains an active advocate and mentor. 

Beyond this, the couple has been involved in the Architecture, Construction, and Engineering (ACE) Mentor Program, guiding local students interested in architecture and engineering, and Omaha by Design, which fosters thoughtful urban planning. 

The Joy of Service 

One of the most striking things about Maggie and Mike is the sheer joy they express when talking about their work in the community. Their passion for service is infectious, and it’s clear that giving back is not just a responsibility but a source of deep fulfillment for them. 

“We get so much more than we give,” Maggie says with a warm smile. “Seeing the impact on someone’s life—whether it’s a student getting a scholarship, a family finding support, or a neighborhood becoming stronger—brings us immeasurable joy.” 

Their energy exudes a spirit of joyful service. Whether they are sitting across from a student editing an essay, working with fellow board members to strategize solutions, or making a gift through their OCF fund, they do so with kindness, gratitude, and an unwavering belief in the power of community. 

The Power of Collective Giving 

With such a broad scope of interests and commitments, the McMeekins appreciate the ease and flexibility that their OCF fund provides. “A friend told us about OCF’s Charitable Checkbook, and it was a game-changer,” Maggie says. “We can make one lump-sum contribution and distribute funds throughout the year as needs arise.” 

Mike sees OCF as a valuable resource not just for managing donations, but for learning about Omaha’s evolving needs. “The Foundation offers insight into local issues and organizations we might not have known about otherwise. It helps us give more effectively.” 

The McMeekins’ philosophy of philanthropy aligns closely with OCF’s mission: to connect donors with causes that create lasting impact. They emphasize that philanthropy isn’t just about financial contributions—it’s about relationships. 

“When you give both time and treasure,” Mike explains, “you develop relationships with the people doing the work and the people benefiting from it. That makes giving more meaningful.” 

In Omaha, where philanthropy is deeply ingrained in the culture—from Warren Buffett’s legacy to the giving spirit of local families—the McMeekins feel fortunate to be part of a community that prioritizes generosity. “This city has set a standard,” Maggie says. “You don’t need to chase a bigger and bigger lifestyle. A part of your wealth—whatever that may be—should always go back to the community.” 

Keep It Simple 

As longtime donors, volunteers, and advocates, Maggie and Mike hope to inspire others to find ways to contribute, whether through professional expertise, mentorship, or financial support. They encourage those new to philanthropy to explore OCF’s resources, which simplify the process and help donors maximize their impact. 

“We want people to know that giving doesn’t have to be complicated,” Maggie says. “With OCF, it’s easy, accessible, and, most importantly, impactful.” 

The McMeekins exemplify what it means to be truly community-minded. Through their work, leadership, and generosity, they embody the spirit of growing good, together.
 
Open a fund

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Chartered Advisor in Philanthropy® Graduates https://omahafoundation.org/news/chartered-advisor-in-philanthropy-graduates/ Sat, 01 Feb 2025 17:00:23 +0000 https://omahafoundation.org/?p=28098 Since 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 176 professional advisors bring philanthropic expertise to clients. The yearlong program features a series of courses that teach professional […]

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Since 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 176 professional advisors bring philanthropic expertise to clients.

The yearlong program features a series of courses that teach professional advisors how to best help clients discover the legacies they will leave their families and community. CAP® also provides professionals with the knowledge and tools needed to help clients reach their charitable giving objectives while helping them meet their estate planning and wealth management goals.

Look for advisors with the CAP® designation to apply the best tax strategies to accomplish your philanthropic goals.

Accounting

  • Tyler Bartruff, Lutz, 2018
  • Jason Bombeck, FORVIS, 2020
  • Allie Boulay, Bridges Trust, 2023
  • Ben Burton, Lutz, 2023
  • Wendy Cooley, Eide Bailly, LLP, 2021
  • Joe Donovan, Lutz, 2022
  • Ralph Dovali, McMillen Dovali Co., PC, 2017
  • Mark Dynek, AGSN, 2022
  • Steve Esch, Avior Wealth Management, 2022
  • Peter Froelicher, Lutz, 2013
  • Brian Gough, Hancock & Dana, PC, 2020
  • Andrew Guill, 10 Roads Express, 2015
  • Greg Harr, O’Donnell, Ficenec, Wills & Ferdig, LLP, 2013
  • Tom Hosier, Berger, Elliott & Pritchard CPAs, LLC, 2014
  • Randy Kathol, Eide Bailly, LLP, 2019
  • Steven Kenney, Lutz, 2015
  • Justin Korth, Lutz, 2024
  • Megan Koziol, Eide Bailly, 2024
  • Laura Latka, FORVIS, 2023
  • Mike McDevitt, BKD, LLP, 2017
  • Troy McKinney, Bland & Associates, PC, 2016
  • Matt Mercer, Deloitte, 2013
  • Janie Meyer, Eide Bailly, LLP, 2022
  • Matt Muehling, Deloitte, 2018
  • Janet Osborn, Hancock & Dana, PC, 2016
  • Ken Patry, 2012
  • Deyna Rouse, Creighton University Heider College of Business, 2020
  • Jeff Snyder, Lutz, 2012
  • Leonard Sommer, Hancock & Dana, PC, 2015
  • Jim Sousley, Eide Bailly, LLP, 2014
  • Lisa Strutzel, LAF Family Wealth Advisors, LLC, 2016
  • Kim Sucha, KPMG, 2014
  • Derek Sutton, RSM, 2024
  • Larry Tennison, 2012
  • Andrew Worthington, Frankel Zacharia, LLC, 2017

Financial Services

  • James Ambrose, Merrill Lynch, 2013
  • Anthony Anderson, State Farm Insurance, 2022
  • Mike App, Bridges Trust, 2020
  • Abby Arcishewsky, Archway Consulting, 2023
  • Robert Bertsch, Union Bank & Trust Company, 2013
  • Jim Boulay, Lutz Financial, 2016
  • Matt Boyd, Bridges Trust, 2024
  • Dale Christenson, UBS Financial Services, 2015
  • Brandon Dirkschneider, Insurance Design Management, 2021
  • Robert Forrest, Morgan Stanley, 2024
  • Cory Garlock, RBC Wealth Management, 2024
  • John Gessert, Security National Bank, 2020
  • CJ Guenzel, First Nebraska Trust Company, 2016
  • Nick Hall, Lutz Financial, 2022
  • Joe Hefflinger, Lutz Financial, 2019
  • Jason Hiley, Hiley Hunt Wealth Management, 2012
  • Jack Holmes, Bridges Trust, 2023
  • James Huerter, Security National Bank, 2021
  • Daniel Kline, Fair Winds Financial Planning, 2017
  • Susan Koesters, D.A. Davidson & Co., 2012
  • Brett Lindstrom, Bridges Trust, 2023
  • Dan Lindstrom, UBS Financial Services, 2013
  • Marietta Luellen, Bridges Trust, 2014
  • Brady Marlow, Carson Wealth Management, 2018
  • Megan McMurry, Bridges Trust, 2017
  • Brian Miles, Brian R. Miles Law, 2015
  • E.J. Militti, Morgan Stanley, 2016
  • Eryka Morehead, Collaborative Planning Group, 2016
  • Bob Mundy, Mundy & Associates, 2014
  • Stacie Neussendorfer, Foster Group, 2015
  • Steve Seline, Walnut Private Equity Partners, 2019
  • James Shoquist, Northwest Wealth Management Inc., 2021
  • Thomas Sudyka, Lawson Kroeker Investment, 2017
  • Brady Sutfin, D.A. Davidson, 2024
  • Joe Vlock, Vlock Financial Group, 2012
  • Mark Weber, Legacy Spectrum Advisor, LLC, 2012
  • Robert Wellendorf, Executive Solutions, 2015
  • Kevin Welsh, Morgan Stanley, 2014
  • Paul West, Carson Wealth Management, 2019
  • Sherman Willis, State Farm Insurance, 2022
  • Nick Wilwerding, Bridges Trust, 2018

Law

  • Austin Bradley, McGrath North, 2018
  • Andy Deaver, Abrahams Kaslow & Cassman, 2024
  • Ben Deaver, Pansing, Hogan, Ernst, & Bachman LLP, 2020
  • Dan Dittman, Erickson & Sederstrom, 2016
  • Sarah Duey, Smith Pauley, 2018
  • Brett Ebert, Ball, Loudon, Ebert & Brostrom, LLC, 2021
  • Laura Essay, Dvorak Law Group, LLC, 2020
  • Courtney Foltz, McGrath North, 2024
  • Amanda Forker, Baird Holm LLP, 2017
  • Gary Gotsdiner, McGill, Gotsdiner, Workman & Lepp, PC, 2013
  • Adam Grieser, Fraser Stryker, PC, LLO, 2021
  • Jon Grob, McGrath North, 2016
  • Dan Guinan, Guinan O’Siochain Law Group, 2014
  • Brandon Hamm, Koley Jessen PC, LLO, 2014
  • Katie Joseph, Cline, Williams, Wright, Johnson & Oldfather, LLP, 2022
  • Kris Karnes, First National Bank of Omaha, 2023
  • Colin Kastrick, Kastrick Law, 2023
  • Tom Kelley, McGrath North, 2013
  • Sharon Kresha, Baird Holm LLP, 2012
  • Ronald Lee, Mutual of Omaha, 2019
  • Rob Likes, Likes Meyerson Hatch, LLC, 2013
  • Tom Malicki, Abrahams Kaslow & Cassman LLP, 2013
  • Jill Mason, Kinney Mason, 2022
  • Nick Meysenburg, Dvorak Law Group, LLC, 2023
  • Nick Montague, Smith Pauley, 2019
  • Nathan Patterson, Koley Jessen, 2024
  • Trent Reinert, McGill, Gotsdiner, Workman & Lepp, PC, 2018
  • Susan Rosburg, First National Bank, 2022
  • Andrew Sigerson, Legacy Design Strategies, PC, LLO, 2021
  • Jesse Sitz, Baird Holm LLP, 2015
  • Nick Taylor, Fitzgerald, Schorr, Barmettler & Brennan, PC, LLO, 2012
  • James Tews, Koley Jessen PC, LLO, 2017
  • Mary Vandenack, Duggan Bertsch, 2018
  • Daniel Waters, Lamson Dugan & Murray, LLP, 2016
  • Michael Weaver, Dvorak Law Group, LLC, 2014
  • Sean White, Cline, Williams, Wright, Johnson & Oldfather, LLP, 2015
  • David Wilson, Walentine O’Toole, 2015
  • Alexander Wolf, Koley Jessen, PC, LLO, 2016
  • Clark Youngman, Koley Jessen, PC, LLO, 2022

Nonprofit

  • Katie Bakhit, Duchesne Academy of the Sacred Heart, 2015
  • Tessa Barney, Omaha Community Foundation, 2024
  • Jeff Beckman, The Salvation Army, 2019
  • Jeremy Belsky, Boys Town, 2014
  • Kathy Bertolini, CHI Health, 2021
  • Kyle Cartwright, Civic Nebraska, 2020
  • Karen Cimpl Hotz, 2017
  • Renee Coughlin, MOSAIC, 2017
  • Patricia Crisler, Metropolitan Community College Foundation, 2012
  • Diane Crowley, USA Midwest Province of the Society of Jesus, 2019
  • Vanessa Denney, Omaha Community Foundation, 2022
  • Elizabeth Donner, Boys & Girls Clubs of the Midlands, 2023
  • Nate Driml, Madonna Rehabilitation Hospitals, 2021
  • CK Duryea, University of Nebraska Foundation, 2013
  • Dr. Bradley Ekwerekwu, Jesuit Academy, 2024
  • Terri Fallin, Consultant, 2015
  • Michael Findley, Creighton University, 2014
  • Linda Garbina, Joslyn Castle, 2016
  • Cesar Garcia, Canopy South, 2022
  • Matt Gerard, Creighton University, 2023
  • John Glenn, Madonna Rehabilitation Hospitals, 2016
  • Susan Gnann, St. John Paul II Newman Center, 2024
  • Stacey Goodman, Iowa West Foundation, 2015
  • Steven Hill, University of Nebraska Foundation, 2016
  • Steven Jerina, Rollins College, 2019
  • Tom Kerfoot, Children’s Hospital & Medical Center Foundation, 2017
  • Chris Knauf, Stephen Center, 2022
  • Donna Kush, Omaha Community Foundation, 2021
  • Tony LaMar, Archdiocese of Omaha, 2020
  • Tracy Madden-McMahon, Methodist Hospital Foundation, 2014
  • Catherine French McGill, Nebraska Philanthropic Trust, 2019
  • Anne Meysenburg, Omaha Community Foundation, 2023
  • Lauren Steier Miltenberger, University of Nebraska Foundation, 2020
  • Charles Olsen, Suzanne & Walter Scott Foundation, 2018
  • Juan Padilla, Lending Link, 2020
  • Ryan Pickett, Jesuit Academy, 2022
  • Emily Prauner, Fontenelle Nature Association, 2021
  • Joe Reding, St. Stephen the Martyr Catholic Church, 2016
  • Erin Russell, Heider Family Foundation, 2013
  • Dana Ryan, Methodist Hospital Foundation, 2023
  • Shannon Sands, Springfield Community Foundation, 2017
  • Steven Scholer, Creighton University, 2012
  • Robert Skrydlak, Creighton University, 2015
  • Louri Sullivan, 2016
  • Michael Thompson, Boys Town, 2021
  • Jennifer Tompkins, Jewish Federation of Omaha, 2022
  • Karen Van Dyke, Educate Uganda, 2021
  • Albert Varas, Latino Center of the Midlands, 2023
  • Sabrina Weiss, Omaha Performing Arts, 2018

Other

  • Sara Boyd, Ascend Advisory, LLC, 2012
  • Kelli Cavey, Oakdale Strategies, 2017
  • Todd Clarke, Jacob Partners, LLC, 2018
  • Matt Darling, Oakdale Strategies, 2014
  • Howard Epstein, Oakdale Strategies, 2013
  • Jeff Gordman, Jeff Gordman Advisory, LLC, 2018
  • Dan Hamann, Spectrum Financial Services, Inc., 2020
  • Andrea Marshall, Andrea Marshall Consulting, 2023
  • Ron Quinn, Tenaska, 2012
  • Jenny Strako, Compass Philanthropic, 2019
  • Lisa Wellendorf, Creighton University, 2024

In Memoriam

We remember and honor the CAP® graduates who have passed away.

  • Camille Allen, University of Nebraska Foundation (nonprofit, 2018 CAP®)

The post Chartered Advisor in Philanthropy® Graduates appeared first on Omaha Community Foundation.

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