Ways to Give
Because tax laws are always changing and each family’s situation is unique, you are encouraged to consult with financial advisors to determine which method of contributing is most beneficial to you. Please remember that payments on pledges are deductible for income tax purposes as provided by law.
Most gifts are in the form of cash and pledges over a period of five years.
Securities and Other Assets
Stocks, bonds, real estate, artwork and other real property can be appropriate gifts.
Money or property left by will to the Madonna Foundation – Omaha Campus as a specific amount or as a percentage of estate assets.
Charitable Gift Annuity
Money or property irrevocably transferred to the Madonna Foundation – Omaha Campus in exchange for an annual payment for life or a fixed-dollar amount to one or more persons.
Charitable Remainder Trust
A gift agreement where an annual payment to the donor is fixed, known as an annuity trust, or where the payment is a percentage of the trust assets, known as a unitrust. At the end of a term of years or life, the principal goes to the Madonna Foundation – Omaha Campus.
Charitable Lead Trust
A principal amount given to the Madonna Foundation – Omaha Campus and only the earnings are used for a period of up to 10 years. The principal then is returned to the donor.
Farm or Residence with Life Estate
A farm or residence given to the Madonna Foundation – Omaha Campus with the donor living on the property and using it for life.
A paid-up whole-life policy given to the Madonna Foundation – Omaha Campus as the owner and beneficiary of the policy.
A revocable trust is an agreement that may be recalled by the donor during life but becomes irrevocable at the time of death.