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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Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to the Archdiocese of Omaha. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to the Archdiocese of Omaha. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

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Benefits of gifts of life insurance

  • Receive a charitable income tax deduction
  • If the Archdiocese of Omaha retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
  • If the Archdiocese of Omaha cashes in the policy, you will be able to see firsthand how your gift supports our charitable work
  • If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further the mission of our Church

How to make a gift of life insurance

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include the Archdiocese of Omaha as the beneficiary of your policy.

Contact us

If you have any questions about making a gift of a life insurance policy, please contact us. We would be happy to answer questions that you have.

Please let us know if you have already named us as a beneficiary of your life insurance policy. We would like to thank you and recognize you for your gift.

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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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