As the year draws to a close, the Omaha Community Foundation (OCF) is here to help you maximize your charitable impact while meeting important tax and giving deadlines. Whether you plan to make a gift to your Donor Advised Fund (DAF), contribute appreciated stock, or establish a new charitable fund, thoughtful preparation now ensures your giving goals are met before December 31. 

Why Consider Non-Cash Assets 

Donating appreciated assets instead of cash can be a powerful giving strategy, especially before year-end. When you contribute non-cash assets directly to OCF, you may eliminate capital gains taxes and receive a charitable deduction for the fair market value of the gift. This helps you give more while supporting the causes you care about most. 

Common non-cash assets include: 

  • Publicly traded securities such as stocks, bonds, or mutual funds 
  • Privately held business interests, including LLCs and limited partnerships 
  • Real estate, farmland, or other property 
  • Life insurance policies 
  • Retirement plan assets 

By donating these assets directly, rather than selling them first, you can make a greater philanthropic impact and potentially increase your overall tax efficiency. 

2025 Year-End Giving Deadlines 

To ensure your gifts are processed by December 31, please note the following important deadlines: 

  • Complex assets like real estate, closely held business interests or stock, and legacy gifts: Initiate by December 9 
  • Wire and ACH transfers: Must be received into OCF bank accounts by December 31 
  • Check contributions: Must be postmarked by December 31 
  • Grant recommendations from your fund: Submit by December 29 to allow time for year-end processing 
  • Online gifts: Can be made through your donor portal or at omahafoundation.org until 11:59 p.m. on December 31 

If you plan to give complex assets such as stock, real estate, or business interests, it is best to start the process early so all paperwork and valuations can be completed before year-end. 

Partnering for Impact 

At OCF, we work closely with donors and their professional advisors to streamline complex giving, align philanthropic goals, and ensure charitable intent is fulfilled. Our team can handle the administrative details of processing non-cash gifts and provide charitable receipts for your records, making it simple to give with confidence and purpose. 

Get Started Today 

The final weeks of the year offer an opportunity to reflect on your values and invest in the future of our community. Whether you are an advisor guiding clients or a donor shaping your own legacy, OCF is here to help. 

Contact Kathy Schubauer, Director of Donor Services, at 402-614-9510 or kathy@omahafoundation.org to discuss your year-end strategy, explore options for giving non-cash assets, or open a new fund that supports the causes most meaningful to you.