Planned Giving


Howard N. Epstein
Executive Director


2013 Annual Report

Gifting appreciated stock directly to a donor-advised fund or endowment fund at the Jewish Federation of Omaha Foundation — rather than selling the assets and donating the after-tax cash proceeds —can significantly increase the amount of funds that you have available for charitable giving while providing you with a larger tax benefit.

Charitable contributions of long-term appreciated securities (those held for more than one year), including stocks, bonds, and mutual fund shares, remain one of the most tax-efficient ways to benefit a charity such as the Jewish Federation of Omaha Foundation. You are entitled to a tax deduction for the full fair market value of such gifts, up to 30% of the your adjusted gross income in the current tax year, and you pay no capital gains tax on any appreciation. Click here to read more.

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.
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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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IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum distributions...
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U.S. Tax Receipts Up 8.9%
Washington News
For the 2014 fiscal year that concluded on September 30, U.S. tax revenue...
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