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

Estate of Marion P. Bradford, et. al. v. Commissioner; T.C. Memo. 2002-238; No. 4659-00

Please click here to see full Case


Previous Articles

IRA to Testamentary Gift Annuity

Definition of Guaranteed Annuity and Lead Unitrust Interests

CHARITABLE GIVING INCENTIVES

Tax Guide for Churches and Religious Organizations

Zero Deduction With Charitable Reverse Split Dollar

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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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Please contact us if you would like additional information or let us know if you have given to us in the past.

Resources for Professional Advisors

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

The Archdiocese of Omaha

2222 N. 111th St. Omaha, NE 68164

P: (402) 558-3100 F: (402) 558-3026