Planned Giving

Howard N. Epstein
Executive Director

2015 Annual Report

The Jewish Federation of Omaha Foundation is in business to help you achieve your philanthropic goals, and to ensure a sound financial future for Omaha’s Jewish community. Your gift is always welcome and appreciated.

Not only will we help you achieve your charitable goals and objectives, we are most willing to work with you and your professional advisor as you do your financial, estate, and tax planning. Federal tax laws encourage charitable giving. For example, charitable gifts of appreciated publicly traded securities may enable you to satisfy your philanthropic goals without paying capital gains taxes. Designating the Foundation as an after-lifetime beneficiary of your IRA or other qualified retirement plans may result in substantial income tax and estate tax savings for your family.*

Whether you are adding to your existing fund at the Foundation or establishing a new fund to meet your current and long-term philanthropic goals, our entire Foundation staff is ready, willing and able to assist you, and we welcome your call. My direct line is 402-334-6466.

*Consult your tax and legal advisors for specific tax and legal advice.

We've created this easy-to-understand website to help you find the gift that's right for you. Here you can learn how to plan a gift to the Jewish Federation of Omaha Foundation. We'll tell you about creative giving strategies that enhance your, and your family's, well-being and help us as well.
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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