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.

Text Resize

Monday June 15, 2026

Bills / Cases / IRS

Tax Guide for Churches and Religious Organizations

Please click here to see full Case


Previous Articles

Zero Deduction With Charitable Reverse Split Dollar

Michael T. Caricci, et ux., et al v. Commissioner

Private Foundation Merger Guidelines In Rev. Rul. 2002-28

Unitrust "Special Needs Trust" Permitted In Rev. Rul. 2002-20

John C. Todd, et ux. v. Commissioner; 118 T.C. No. 19; No. 17046-99

scriptsknown
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.
Join Us