Planned Giving

Howard N. Epstein
Executive Director


2015 Annual Report

The Jewish Federation of Omaha Foundation is in business to help you achieve your philanthropic goals, and to ensure a sound financial future for Omaha’s Jewish community. Your gift is always welcome and appreciated.

Not only will we help you achieve your charitable goals and objectives, we are most willing to work with you and your professional advisor as you do your financial, estate, and tax planning. Federal tax laws encourage charitable giving. For example, charitable gifts of appreciated publicly traded securities may enable you to satisfy your philanthropic goals without paying capital gains taxes. Designating the Foundation as an after-lifetime beneficiary of your IRA or other qualified retirement plans may result in substantial income tax and estate tax savings for your family.*

Whether you are adding to your existing fund at the Foundation or establishing a new fund to meet your current and long-term philanthropic goals, our entire Foundation staff is ready, willing and able to assist you, and we welcome your call. My direct line is 402-334-6466.

*Consult your tax and legal advisors for specific tax and legal advice.