Ensuring the Future of Omaha’s Jewish Community
Each year, the Jewish Federation of Omaha asks Omaha’s Jewish community to support its Annual Campaign. Annually dollars are raised to fund the Federation, its agencies and those organizations which it supports locally and in Israel.
Forever Annual Campaign Gifts (previously referred to PACE = Perpetual Annual Campaign Endowment and Lion of Judah Endowment) are permanent funds dedicated to endowing the Jewish Federation of Omaha Annual Campaign gift. Forever Campaign Funds are not intended to take the place of any current annual gifts. Instead they serve as a lasting legacy that will continue to make an annual gift to the campaign in perpetuity on your behalf.
You can establish a Forever Campaign Endowment Fund through a bequest, life insurance, charitable remainder trust, outright gifts of cash or property, transfers of securities, or through other arrangements. Income generated each year by the Fund pays your after-lifetime Annual Campaign pledge in perpetuity. The formula used to determine the amount for your Forever Campaign Endowment is 25x the annual gift you intend to make in your name, after your lifetime.
“We love Omaha’s Jewish Community and want to secure its future by supporting the Federation’s Annual Campaign for generations to come. We named The Foundation as beneficiary of an IRA to endow our Forever Gifts to the Annual Campaign year after year.” -Sandy & Paul Epstein
Most of our major Federation Annual Campaign donors have been giving for decades. Their cumulative investment, in many cases, has been in the hundreds of thousands of dollars. By establishing Forever Annual Campaign Funds, our donors will ensure the viability of that investment for future generations.
There are a number of options to leave a perpetual legacy, including funding options for today and/or after your lifetime:
- Make a Bequest in Your Will or Trust. You simply specify an amount in your will or trust to endow your gift to the Federation Annual Campaign.
- Life Insurance Policy. Life insurance gifts are particularly appealing to younger individuals. When the Foundation is the owner and beneficiary of the policy, you make a tax deductible donation to the Foundation in an amount equal to the premium, and the Foundation pays the premium. You may even be able to contribute an older policy to the Foundation and realize a tax benefit.
- Name the Foundation as the Beneficiary of your IRA or Qualified Retirement Plan. Use these assets to endow your Annual Campaign gift, and leave other assets subject to lower taxes to your heirs. Often subject to high estate and income taxes, an IRA or retirement plan left to your heirs may result in fewer dollars for them. The more you can save on your tax bill, the more your heirs will inherit from you. At the same time, future generations of Omaha Jews will enjoy the benefits of your generosity.
Establish a Charitable Income Plan. A Charitable Remainder Trust or Charitable Gift Annuity will provide you or your loved ones needed income during your or their lifetime. Thereafter, designate the Foundation to receive the remainder of the trust or annuity to establish your PACE or LOJE fund. Important tax benefits and possible increased income opportunities are available with this approach.- Give Cash, Securities or other Property. This approach allows you to take advantage of immediate tax benefits and to create your PACE or LOJE fund during your lifetime.
The Foundation will work with you and your financial advisors to identify the most tax efficient way to establish your legacy.
We extend a special thank you to the following individuals who have already endowed their Annual Campaign commitment by establishing a PACE or LOJE fund with the Jewish Federation of Omaha Foundation:
Joel Alperson
Norman* and Frances* Batt
Robert Belgrade
Sandra Belgrade*^
Herbert M. Berkowitz*
Steven and Carol^ Bloch
Mark Brodkey
Leo* and Aileen*^ Eisenstatt
Gary and Lisa^ Epstein
Paul and Sandy^ Epstein
Michael Erman
Stacy B. Feldman
Joanne* and Jerry* Freeman
Ted and Jamie Friedland
Roz Friedman*^ and Susan Friedman Cohn^
Amy & Sanford Friedman
Thama Lee Friedman*
Ned* and Pearl*^ Richman Giventer
Glazer Family Charitable Fund
Ann Goldstein*^
Donald Goldstein
Gary L. Goldstein*
Jan Goldstein
Kathy Goldstein^
Leonard* and Shirley*^ Goldstein
Kenneth M. ("Kip") and Bridget M. Gordman
Andrea and Marc Hamburg
Sheryn & Arnold Joffe
Fran & Rich Juro
Marcel & Ilse* Kahn
Howard and Gloria Kaslow
Jeff and Sharon^ Kirshenbaum
Milton & Marsha Kleinberg
Forrest N.* and Lisa Stewart Krutter
Steven and Bonnie Levinger
Mark Lippett
Milton S. and Corinne N. Livingston Foundation Fund
Joe and Tina Meyers
Sidney Mirvish*
Allan and Janie Murow
Bettie* and Stuart* Muskin
E. Robert* and Phyllis Newman
Murray and Sharee^ Newman
Jay Noddle
Nancy Noddle^
Steven and Patty^ Nogg
Susan Norton
Ellie Penner
Iris and Martin Ricks
Carl and Zoë^ Riekes
Henry* and Dorothy*^ Riekes
Robert A. & Debra L. Rifkin
Andrew Robinson
Kimberly Robinson^
Stacey^ & Jonathan Rockman
Silvia Roffman^
Dr. Joel & Nancy^ Schlessinger
Janice Schneiderman^
Harley & Beth^ Schrager
Jeffrey J. Schrager
Phillip* and Terri^ Schrager
Beverly* and Millard* Seldin
Norman & Suzanne Sheldon
Lorraine Silverman*
Judith & Gerald Simons
Janet and Jerry Slusky
Phil Sokolof*
Cari Sommer*^
Special Donor-Advised Fund
Maurice* and Joan Udes
Norman and Joodi*^ Veitzer
*deceased – this donor’s PACE or LOJE fund currently provides income each year to the Jewish Federation of Omaha’s Annual Campaign
^Lion of Judah
Please consider endowing your Annual Campaign pledge. We can work with you to arrange for a significant future contribution that is easy to financially support. Start planning your legacy now. Contact Amy Bernstein Shivvers at 402-334-6466 or ashivvers@jewishomaha.org to schedule a meeting to discuss all the options available to establish a PACE or LOJE fund.
