Gift Planning

The Archdiocese of Omaha Legacy Planning Office hopes to be the source of assistance for people in the archdiocese to use for charitable giving purposes but also a source of assistance to the clergy and staff of its parishes, schools and ministries.

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How to Give

How to Give

Learn how to make a gift that will assist our mission as well as provide tax benefits and even life income.

  • Bequest
    You designate the archdiocese, a parish, school and/or ministry as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate the archdiocese, a parish, school and/or ministry as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Remainder Trust
    You transfer your cash or appreciated property to fund a charitable remainder trust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to the archdiocese, a parish, school and/or ministry in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to the archdiocese, a parish, school and/or ministry for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Trust
    You give a portion of your property to the archdiocese, a parish, school and/or ministry to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    The archdiocese or your parish, school or ministry purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    You give your property to the archdiocese, a parish, school and/or ministry but retain the right to use the property during your life.
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The Living Legacy Circle
Many people are called to include the Catholic Church in their estate plans as a lasting testament to their faith. The Archdiocese of Omaha created the Living Legacy Circle as a special way to recognize those who have made a provision in their estate plans for the Archdiocese of Omaha or a parish or school within the archdiocese.
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