Planned Giving is an Easy Way to Impact the Future

What Will Your Legacy Be?

When you include the Omaha Catholic School Consortium in your estate plans, you create a lasting legacy that will support families and their access to quality Catholic education for years to come.

Imagine the relief a parent would feel knowing their child can stay in the same school, building lasting friendships and stability. Picture the deep breath taken on the first day at a Consortium school, filled with pride and security. This sense of stability and belonging is made possible through the generosity of community members like you who plan ahead.

Enjoy peace of mind with a

variety of
tax benefits

  • Bequest in your will or trust
    Bequest in your will or trust

    It’s as simple as adding just one sentence to your will and/or naming the Omaha Catholic School Consortium as a beneficiary in your estate planning. It costs you nothing now but can make a life-changing difference for future students. Whether you give now or create a legacy gift plan, we can help you meet your financial and philanthropic goals.

    We can also explore how to name the Consortium as a beneficiary of your IRA, 401(k), pension, life insurance policy and more.

     

  • Qualified Charitable Distribution (QCD)
    Qualified Charitable Distribution (QCD)

    For supporters aged 70½ or older, Qualified Charitable Distributions (QCDs) or IRA Charitable Rollovers are a smart way to donate using your IRAs while potentially reducing your taxable income.

     

  • Gifts of Stocks and Bonds
    Gifts of Stocks and Bonds

    Donating appreciated stocks can be a tax-effective way to make an impact on the lives of those the Consortium serves. You can avoid paying capital gains tax on the increase in value while still receiving a charitable deduction for the full market value of the stock.

     

Bequest in your will or trust

It’s as simple as adding just one sentence to your will and/or naming the Omaha Catholic School Consortium as a beneficiary in your estate planning. It costs you nothing now but can make a life-changing difference for future students. Whether you give now or create a legacy gift plan, we can help you meet your financial and philanthropic goals.

We can also explore how to name the Consortium as a beneficiary of your IRA, 401(k), pension, life insurance policy and more.

 

Qualified Charitable Distribution (QCD)

For supporters aged 70½ or older, Qualified Charitable Distributions (QCDs) or IRA Charitable Rollovers are a smart way to donate using your IRAs while potentially reducing your taxable income.

 

Gifts of Stocks and Bonds

Donating appreciated stocks can be a tax-effective way to make an impact on the lives of those the Consortium serves. You can avoid paying capital gains tax on the increase in value while still receiving a charitable deduction for the full market value of the stock.

 

The Consortium has partnered with FreeWill to empower our community in making a lasting, positive impact on future generations. With FreeWill’s free services, over one million people have created wills to protect their loved ones and ensure their legacy. It’s easy to create a will. Start by answering questions about yourself and your wishes. Then, you receive a PDF document to download and print. The PDF includes instructions about how to sign and make things official.

Learn More

 

Partner with us to plan your gift.

Contact advancement@omahacsc.org with questions about planned giving.