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.

You are at: Planned Giving > For Advisors > Advisor Resources

Text Resize

You are at: Planned Giving > For Advisors > Advisor Resources

Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

scriptsknown
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.
Join Us
Let us help with
your gift plans

Please contact us if you would like additional information or let us know if you have given to us in the past.

Resources for Professional Advisors

© 2024 Copyright Crescendo Interactive, Inc. All Rights Reserved.
PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

The Archdiocese of Omaha

2222 N. 111th St. Omaha, NE 68164

P: (402) 558-3100 F: (402) 558-3026