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.
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