Planned Giving Tools
It’s wonderful to see the benefits of charitable giving throughout our community. It’s even better to know that the good will continue to grow. At the Omaha Community Foundation, we’re a single entity that provides your clients with virtually limitless possibilities for their charitable giving not only now, but in the future. We help your clients to create their philanthropic vision and ensure the outcomes meet their wishes. Below are the various methods available to fund a planned gift.
Charitable Gift Annuities
Receive annual income while supporting the causes you care about most.
Charitable Gift AnnuitiesGiving by Wills or Trust
Name the Omaha Community Foundation in your will or trust and work with us to craft your legacy.
Gifts by Wills or TrustLife Insurance Beneficiary Designation
Name the Omaha Community Foundation as the owner and a beneficiary of a life insurance policy.
Gifts by Life InsuranceIRA Beneficiary Designation
Name the Omaha Community Foundation as a primary or contingent beneficiary of all or a portion of an individual retirement account.
Charitable Remainder Trust
Receive an annual income and immediate tax benefits while making provisions for causes that matter to you.
Charitable Remainder TrustCharitable Lead Trust
Qualify for generous estate and gift tax deductions for wealth eventually transferred to family by first benefitting the causes you care about most.
Charitable Lead Trust
We work with your clients to identify their wishes, establish the longevity of the legacy they are seeking to create and choose a charitable account that best meets their needs.