What to Give
We facilitate donations of all kinds, including stock, mutual fund shares, grain and other agricultural assets, real estate, required distributions from IRAs, life insurance policies, and bequests from wills and trusts.
Charitable GIVING OPTIONS
With your goals in mind, we plan the best way to facilitate gifts, no matter how simple or complex they might be. Here are just a few of the types of gifts we can receive that benefit the charities you care about.
Donating appreciated securities, including stock and mutual fund shares is an easy and tax-effective way for you to make a gift.
Benefits:
- Avoid capital gains tax
- Receive a charitable income tax deduction
Many farmers in Nebraska make ongoing gifts of grain, to establish Donor Advised Funds to facilitate and time their gifts. When a load of grain is hauled to the local elevator, the grain is transferred by the donor into the Foundation grain account. Agricultural gifts could also include other assets, ag commodities, and depreciated farm equipment.
Benefits:
- No income tax on donated grain
- Write off business expenses for raising the donated crop
- Avoid self-employment tax
Donating real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can offer significant tax benefits.
Benefits:
- Avoid capital gains tax
- Receive a charitable income tax deduction
Donate part or all of your RMD from a traditional IRA to charity.
Benefits:
- Qualified Charitable Distributions (QCDs) for donors age 70 ½ and older avoid income tax and can fulfill RMD requirements
- Retirement assets can be given using beneficiary designations
If you have a life insurance policy that has outlasted its original purpose, consider giving it to charity.
Benefits:
- Gift all or a portion of the policy death benefit to charity using a change of beneficiary form
- Gift the policy to the Foundation and receive a charitable deduction for donations that cover the premium payments
- The Foundation will also provide policy administration
Gifts of cash can be made via check, credit card, or ACH payment from your bank.
Benefits:
- Quick and easy
- Receive a charitable income tax deduction
With the help of an advisor, you can include language in your will or trust specifying a gift be made to charity through the Catholic Foundation.
Benefits:
- Leave a significant gift at your death
- Reduce estate tax liability
Do not neglect to do good and to share what you have; God is pleased by sacrifices of that kind.
