Legacy giving is a donor’s intent to contribute a major gift to an organization, beyond their lifetime.
Unlike an annual gift, a planned gift secures the support needed to advance the mission of Catholic Charities of Omaha. The generosity shown by a donor through planned giving can make a monumental impact for generations to come!
Planned giving is a way to make a charitable gift that is also favorable to you. While its primary purpose is to help the charitable cause of your choice, its secondary purpose may be for you to enjoy the personal financial or family benefits that a certain plan can provide to you.
Different types of legacy gifts you can make include:
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Estate: Will or Trust
One of the simplest ways to make a planned gift is a bequest. Catholic Charities of the Archdiocese of Omaha can be named as the beneficiary, or one of the beneficiaries of your Estate. Bequests to Catholic Charities are fully deductible as charitable gifts for federal estate-tax purposes and, in most cases, for state death-tax purposes.
Please include this language if you would like to name Catholic Charities of Omaha as a beneficiary: “I give and bequeath the sum of $_________ (or _________% of my estate) to Catholic Charities Foundation of the Archdiocese of Omaha to be used for its general purposes.”
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Gifts of Stock
Share your Shares
Donating stock to Catholic Charities is easy to do, and may result in tax savings for you. Gifts of appreciated securities held for over a year are generally deductible at market value and are exempt from capital gains tax.
You can contribute long-term appreciated securities to Catholic Charities of Omaha, such as stocks, bonds or mutual funds. When you do this, you receive a deduction based on the full present fair market value, and you avoid the capital gains tax you would have owed had you sold the assets.
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Charitable Gift Annuities
Charitable gift annuities can be a good option for donors who want to make a charitable contribution but also want a stable source of income in return. The income payments from a charitable gift annuity may be tax-free or partially tax-free, depending on the terms of the contract and the donor’s tax situation.
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Charitable Trusts
Charitable remainder trusts are irrevocable structures established by a donor to provide an income stream to the income beneficiary, while the public charity or private foundation receives the remainder value when the trust terminates.
Charitable lead trusts make payments, either of a fixed amount (charitable lead annuity trust) or a percentage of trust principal (charitable lead unitrust), to charity during its term. At the end of the trust term, the remainder can either go back to the donor or to heirs named by the donor.
One of the simplest ways to make a planned gift is a bequest. Catholic Charities of the Archdiocese of Omaha can be named as the beneficiary, or one of the beneficiaries of your Estate. Bequests to Catholic Charities are fully deductible as charitable gifts for federal estate-tax purposes and, in most cases, for state death-tax purposes.
Please include this language if you would like to name Catholic Charities of Omaha as a beneficiary: “I give and bequeath the sum of $_________ (or _________% of my estate) to Catholic Charities Foundation of the Archdiocese of Omaha to be used for its general purposes.”
Share your Shares
Donating stock to Catholic Charities is easy to do, and may result in tax savings for you. Gifts of appreciated securities held for over a year are generally deductible at market value and are exempt from capital gains tax.
You can contribute long-term appreciated securities to Catholic Charities of Omaha, such as stocks, bonds or mutual funds. When you do this, you receive a deduction based on the full present fair market value, and you avoid the capital gains tax you would have owed had you sold the assets.
Charitable gift annuities can be a good option for donors who want to make a charitable contribution but also want a stable source of income in return. The income payments from a charitable gift annuity may be tax-free or partially tax-free, depending on the terms of the contract and the donor’s tax situation.
Charitable remainder trusts are irrevocable structures established by a donor to provide an income stream to the income beneficiary, while the public charity or private foundation receives the remainder value when the trust terminates.
Charitable lead trusts make payments, either of a fixed amount (charitable lead annuity trust) or a percentage of trust principal (charitable lead unitrust), to charity during its term. At the end of the trust term, the remainder can either go back to the donor or to heirs named by the donor.
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