Legacy Giving Options
With legacy giving, you can provide a meaningful and lasting contribution to Nebraska Children’s Home Society. Talk with your financial adviser, as well as our development team, to find out if legacy giving is right for you.
Bequest and Wills
Leaving a gift in your will is a popular and easy way to leave a legacy. A gift in your will is flexible, so you can choose the specific area of interest or even change it to reflect new or changing circumstances.
A bequest may take on a number of forms, including:
- A specific dollar amount
- A specific asset
- A remainder or percentage of the estate
You leave a legacy through a charitable gift expressed in your will. While you may think philanthropy is reserved for a select few, the truth is that every legacy established with NCHS will benefit children and families for generations to come.
Donor-Advised Fund Gifts
Create a grant recommendation from your donor-advised fund to support NCHS.
Final distribution of contributions remaining in a donor-advised fund is based upon the contract you created for your fund.
Please consult with your tax advisor and lawyer to determine what planned gift strategy is best for your current tax situation and income requirements. Consulting estate-planning professionals ensures that your plans to make a lasting impact will fulfilled.
Retirement Plan Assets and Life Insurance
You can name NCHS as the beneficiary of your life insurance policies or unused retirement assets. Because these gifts are often larger than what a donor could give in their lifetimes, they can have a huge impact on children and families.
These types of legacy gifts are a good option if you have paid up policies or retirement accounts that won’t be used up. If you have a large estate, gifting retirement accounts and life insurance policies can help heirs avoid income and estate taxes.
Because of the complexity of retirement plans and tax laws, a tax specialist or an attorney should be consulted prior to making a gift. These professionals can help you develop a strategy for these assets that will best suit your individual financial situation.
Retirement plan assets include, but are not limited to:
- pension plans
For changes in beneficiary or ownership of a life insurance policy, please use the following information:
Nebraska Children’s Home Society
4939 South 118th Street
Omaha, NE 68137
There are two major types of trusts, charitable remainder and lead trusts, but many variations. In order to assure qualifications for tax benefits, charitable trusts should be drafted and reviewed by an attorney, as should other legal documents such as wills.
Stocks & Bonds
By donating securities, your generous contribution will provide enhanced support to the families and children we serve, and help raise awareness of our programs. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than making a donation of cash. Your charitable income tax deduction is equal to the fair market value of the stock, and you may avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.
A donation of real estate through your will to Nebraska Children’s Home Society can reduce your tax burden and provide you with the benefit of savings that comes from relief of the maintenance of your property. You can also avoid capital gains tax on highly appreciated properties with your charitable donation of real estate.
Join the Society Circle
Leave a legacy for future generations and become a member of the Society Circle. Membership is open to all who include NCHS in their will or estate plan. If you have already taken this step, you are a member. If you have not yet notified us of your bequest, we encourage you to contact our office so that we can acknowledge your intentions and welcome you to the Society Circle.
Joining the Society Circle:
- Open to any donor who makes a legacy gift
- Members are invited to exclusive events, receive special communications, and are recognized for their lasting legacy on children and families
- Details of your gift can remain confidential