Gifts to charities such as Methodist Hospital Foundation can be an important part of your clients' overall financial and estate plans. We look forward to partnering with you to ensure your clients can give in a way that's meaningful to them.
You want your dollars to make a difference. That’s why we dedicate 100 percent of your giving to programs and projects that assist our Methodist patients and strengthen health care in our communities – not one cent pays for administrative costs.
Your reach extends to all aspects of the Methodist mission: the way we care, educate and innovate.
You ensure quality care and screenings for more members of our communities. Almost 40% of metro area adults have reported difficulty or delay in obtaining health care services. Your support improves access and relieves financial burdens through Methodist Mobile 3D Mammography, Methodist Community Health Clinic and our charitable care program. That means you're part of the solution.
You help to train current and future health care workers through scholarships and other investments in education. We know the need is great: A registered nurse shortage of 1,572 full-time employees is projected in Nebraska by 2025.
You keep Methodist on the leading edge, funding new ways to support current and future employees, the health system and those we serve. That includes new projects, programs and equipment.
Learn more about donor impact in our key focus areas.
One simple way to build a legacy that benefits the patients, families and communities that Methodist serves is by including a gift to Methodist Hospital Foundation in your will or trust.
We’ve partnered with FreeWill because their secure online tool can help you make or update your will or trust within 20 minutes, free of charge. You can use FreeWill on its own, or use it to document your wishes before finalizing your plans with an attorney.
You can support Methodist Hospital Foundation by gifting appreciated shares of individual stocks, mutual, exchange-traded, or closed-end funds.
Assets you pass on outside of your will are called non-probate assets. They include lRAs, 401(k)s, pensions, life insurance policies, and certain bank and brokerage accounts.
Designating us as a beneficiary of one or more of your non-probate assets is another way to establish your legacy with Methodist Hospital Foundation. FreeWill helps you to plan for them separately.
When you set up a charitable gift annuity (CGA) to benefit Methodist Hospital Foundation, your gift is conservatively invested to ensure a fixed stream of income during your lifetime. The Foundation receives the remaining value after you're gone.
An irrevocable trust where the designated charity receives payments up-front rather than at the end of the income stream.
An irrevocable trust that pays the donor a fixed amount (via an annuity trust) or a percentage of the value of the trust’s assets (via a unitrust) each year for a fixed term or for life. Remaining assets pass to designated charitable beneficiaries.
A donor advised fund (DAF) may be a way to simplify your giving to Methodist Hospital Foundation and other charitable organizations. Think of a DAF as a charitable investment account with the sole purpose of supporting your philanthropic goals.
An endowed gift is money given by a donor that is to be invested in perpetuity. The Foundation uses the distributions (not the principal) to support programs you specify.
People who are age 70 ½ or older can contribute up to $100,000 from their IRA directly to a charity and avoid paying income taxes on the distribution. This is known as a qualified charitable distribution.
Methodist Hospital Foundation gratefully accepts gifts made in honor of loved ones or others you want to recognize.
If you have real estate you're thinking of selling, consider donating it instead. Beyond reducing your tax burden, it's an effective way to strengthen your philanthropic legacy.
Making a bequest to Methodist Hospital Foundation in your will or living trust ensures support for our impactful projects and programs even after you're gone.
Sample language to share with your attorney for your will or living trust.
If you have already included a gift in your will or trust, please fill out this brief form so we can say thank you and ensure our records are up-to-date.
Our planned giving team is here to answer your estate planning questions, provide guidance, and discuss the win-win opportunities available through charitable giving—all in sync with your values and vision.
We'd be happy to speak with you in confidence, with no obligation.
Dana Ryan, CAP®
Philanthropy Officer
Phone: (402) 354-4825
Email: Foundation@nmhs.org
8701 W. Dodge Road, Suite 450
Omaha, NE 68114
Estate planning is an opportunity to create your legacy. If you’ve put off writing your will or making plans for your estate, you’re not alone. Don’t wait to take the first step.
Download this FREE resource – Beyond Retirement: Your Planning Roadmap – to help launch your planning journey.
See how our Foundation donors are strengthening the health of our communities by supporting the way we care, educate and innovate.
Click here to read our latest Your Methodist Legacy newsletter.
Together, we're making our communities healthier places to live.
Thanks to generous donors like you, we're supporting our Methodist patients, implementing new programs and strengthening the delivery of health care to everyone who needs it. It's our privilege to share how our donors are making an impact in our communities.
