Planned Giving

Howard N. Epstein
Executive Director

2015 Annual Report

The stock market continues its volatility, and even in these uncertain economic times, many securities are trading at prices much higher than a few years ago, having appreciated substantially. Charitable gifts of appreciated publicly traded securities may enable you to satisfy your philanthropic goals without paying capital gains tax.*

Your gift is always welcome and appreciated. Should you wish to consider adding to your existing fund at the Jewish Federation of Omaha Foundation, or even consider 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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