Planned Giving Home

Welcome to the Jewish Federation of Omaha Foundation
Planned Giving
Thank you for your interest in the Jewish Federation of Omaha Foundation. Our hope is to serve you and your family with helpful information. We are in the process of adding information to our new website so please check back for updates!

Benefits for Family and the
Jewish Federation of Omaha Foundation
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Bequests
Joe and Anna have been faithful supporters of the Jewish Federation of Omaha Foundation. They believe it is important to support and encourage their mission. More on Bequests >>.

Tax-Free Sale
Gene and Carol were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Martin Ricks Executive Director	Laurie Peatrowsky Endowment Associate	Janet Henthorn Endowment Associate

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact mricks@jewishomaha.org.

If you are a professional advisor, you may take the following steps on this site.