Allow you to give a gift of cash or appreciated assets (securities and real estate) to establish an endowment at THE FOUNDATION. Designate the Federation or your favorite Omaha-area Jewish charitable organization or program to receive distributions annually.
“We are honored to carry on our family’s legacy through the Lazier L. and Harriet B. Singer Memorial Fund for Youth. Now more than ever, it’s essential we support the children of the Omaha Jewish community and help them address the many challenging issues they face in today’s world.”
- Sandy and Stuart Kutler & Mark Singer
Features & Benefits
- An Endowment Fund is created by contributing a minimum of $10,000.
- You complete a simple agreement, personalizing your fund with name and purpose. Create Priorities A, B, and C for your fund’s purpose. Fund your endowment with cash, appreciated securities, a life insurance policy, by transferring assets from a qualified retirement plan, or with a bequest.
- THE FOUNDATION invests your Endowment Fund assets; income is reinvested and grows tax-free under the watchful eye of the Investment Committee.
- Endowment Funds may be restricted or unrestricted. We suggest having three varied purposes to ensure your gift will regularly benefit Jewish Omaha.
- 12 – 18 months after being established, the Endowment Fund will begin providing annual income for the Jewish purpose you selected. And will continue doing so in perpetuity.
- THE FOUNDATION charges a low administrative fee to manage all the details of your endowment and will provide you semi-annual fund reports.
Already have an Endowment Fund?
Click here to access your account(s) online.
Questions about your fund report? Check out our Getting to Know Your Fund Report!
If you have not yet established online access and would like to view your endowment fund (or donor-advised fund) reports online, please contact Diane Walker and she will be happy to set you up with a secure login and password. You can reach her at 402-334-6551 or dwalker@jewishomaha.org.
- Unrestricted Endowment Fund– Annual income is disbursed directly to the Federation for its unrestricted general use.
- Restricted Endowment Fund – Annual income is designated for the purpose you choose. It may support any agency or program on campus.
- Click here for more information on PACE/LOJE Funds
Current Endowment Fund Donors
Click here to Access Your Account(s) Online
If you do not already have online access and would like to view your endowment fund report(s) online please contact Diane Walker and she will be happy to set you up with a login and password.
Diane Walker
Fund Administrator
402-334-6551
dwalker@jewishomaha.org
