Gift Planning

The Archdiocese of Omaha Legacy Planning Office hopes to be the source of assistance for people in the archdiocese to use for charitable giving purposes but also a source of assistance to the clergy and staff of its parishes, schools and ministries.

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Monday June 15, 2026

Bills / Cases / IRS

In re J.C. Mack, BKY 01-04629 (Bankr. D. Minn. (2 Nov 2001)

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2002 Tax Rates, Exemptions and Exclusion Amounts Released

Seventh Circuit Affirms Cook One-Life GRAT Deduction (William A. Cook, et ux. v. Commissioner)

Lottery Winner's Estate Wins a Second Time (Rosa Shackleford, et al. V. United States)

Automatic Extension of Estate Tax Returns

Community Solutions Act Passes Ways and Means -- Includes IRA Rollover

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The Living Legacy Circle
Many people are called to include the Catholic Church in their estate plans as a lasting testament to their faith. The Archdiocese of Omaha created the Living Legacy Circle as a special way to recognize those who have made a provision in their estate plans for the Archdiocese of Omaha or a parish or school within the archdiocese.
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