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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Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
ArchOmaha
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Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of the Archdiocese of Omaha with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support the Archdiocese of Omaha.

  1. You transfer cash or property to the Archdiocese of Omaha.
  2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

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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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