For Professional Advisors

NCF can assist you in helping your clients achieve their charitable objectives. This section of the website provides information on types of funds provided by NCF, estate and gift planning, NCF’s financial policies, special tax laws and opportunities for training. 

The following are benefits of working with NCF:

• Gain knowledge of the issues, needs and opportunities available to help your clients give wisely.
• Stay in the loop when you refer a client.
• Find cost-effective ways for clients to make a charitable gift.
• Manage your clients’ donated assets if certain criteria are met.
• Share the tax benefits of planned giving vehicles with clients using complimentary gift planning calculations from NCF.
• Communicate charitable gift planning concepts to clients with NCF’s planned giving brochures.
• Stay up to date with charitable gift planning strategies, IRS rulings and legislative updates with the GiftLaw newsletter.
• Feel confident—with NCF’s proven investment track record for donor funds.

Fact Sheet for Professional Advisors and Estate Professionals

What other Professional Advisors are saying

“The Nebraska Community Foundation is a full-service charitable institution that I recommend to my clients. With its statewide focus and a can-do attitude, the Foundation has helped me to help my clients solve problems or craft innovative solutions.”

            Jim Fehringer, Attorney-Columbus, Nebraska

“The Nebraska Community Foundation has helped me to help my clients interested in charitable gifting to make gift plans to benefit their hometown and favorite charities. At the same time, the Foundation has allowed me to stay in control of the process by managing the gifted assets when possible.”

            Mike Schuldt, Investment Representative-Plattsmouth, Nebraska

“Working with the Nebraska Community Foundation simplifies the process of helping clients make a charitable gift. In addition, the Foundation’s staff is a significant resource on planned giving, which helps me present charitable opportunities and options to my clients.”

          Richard Walter, Insurance Agent-Shickley, Nebraska