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Mail Carrier John Daro Uses Gift Annuity to Give Back

John Daro

Mail Carrier John Daro Uses Gift Annuity to Give Back

Neither rain nor snow nor sleet nor dark of night ever kept John Daro, a World War II veteran, of Garrison, Nebraska, from delivering the mail for 51 years. John delivered the mail in rural Butler County and those on his route came to depend upon him. John decided to share part of his good fortune by making a gift that allowed him to fulfill his goal of giving back to his hometown with a gift through the Nebraska Community Foundation’s gift annuity program.

The gift annuity allowed John to take a current federal income tax deduction for the future gift value of the charitable gift annuity. In addition, this gift qualified for the Nebraska tax credit, which expired December 31, 2009. At the end of John’s life the remaining proceeds of the gift annuity were directed by John to the Butler County Area Community Foundation Fund’s Endowment Account.

John was first introduced to the possibility of making a gift to the Butler County Area Community Foundation Funds’s endowment by John Klosterman, a long-time friend and chair of the Butler County Area Community Foundation Fund.

“This gift has brought me such joy that I cannot quit smiling. I will be forever grateful to my friend John Klosterman for taking such an interest in me to introduce me to the possibilities of how I could give back. Plus I greatly appreciated the low-key approach by NCF staff member Jim Gustafson and his thorough explanation and how simple the process was to get this program started.”

$2.3M Estate Gift for Entrepreneurship and People Attraction

Rudolph H. Elis

A $2.3 million endowment has been established to support entrepreneurship and people attraction in north-central Nebraska. Rudolph H. Elis created a donor-advised fund in 2006 that was funded by a bequest upon his death.

Frank and Shirley Sibert

An attitude of gratitude prompted Frank and Shirley Sibert, former longtime residents of Valentine, in north-central Nebraska, to give a $100,000 gift of appreciated securities to the Red Cloud Community Foundation, an affiliated fund of the Nebraska Community Foundation and their hometown, in South Central Nebraska.

Bruno and Laverne Boettcher

Bruno and Laverne Boettcher, were a couple so grounded in their hometown of Spencer, in North Central Nebraska, that they simply could not be described apart from it.

Title	Description
Charitable Gift Annuity	A Charitable Gift Annuity, allows the donor to make a gift and receive fixed income payments for life and/or for the lifetime of a surviving beneficiary. More information.
Charitable Remainder Trusts	A Charitable Remainder Trust is a legal instrument into which a donor transfers irrevocably the ownership of assets such as securities or real estate. In return, the donor receives an immediate charitable income tax deduction and the right to receive an income. When the trust ends, the property remaining in the trust passes to the Nebraska Community Foundation to be used according to the donor’s directions. More information.
Donor-Advised Funds	A donor-advised fund can be established and funded either currently or with a testamentary gift. The donor or the fund advisors recommend grant disbursements to eligible charitable organizations within Nebraska Community Foundation guidelines. This type of fund also qualifies for the highest charitable income and estate tax deductions allowed by law, while bypassing capital gains tax on gifts of appreciated assets to the fund. More Information.
Endowment Building	A Permanent Endowment Fund is held in perpetuity and invested in a manner that protects the principal while the investment income provides ongoing support for donor-designated projects and expenses approved by the Fund Advisory Committee. Many donors choose to give to unrestricted endowments of the affiliated funds they wish to support.
Gift of Ag Commodities	Fluctuating prices have created opportunities for making tax-advantaged gifts of grain or livestock.
Gifts of Real Estate	A gift of real estate offers several special tax incentives and other benefits. More Information.
Gifts of Securities	Tax laws offer a triple tax benefit for gifts of securities (stock, bonds and mutual funds) that have increased in value since purchase or acquisition. Donors can receive several tax benefits: charitable income tax deduction, avoidance of capital gains taxes, and reduction of potential estate taxes. More Information.
Gifts of Tangible Personal Property	Tangible personal property is broadly defined in the tax code as any property, other than land or buildings that can be seen or touched. More information.
Scholarships	Scholarships, especially non-traditional scholarships, are a technique many donors have used to help strengthen the workforce for their hometown.
Wills and Bequests	A bequest, a gift in your will, is an opportunity to make a difference in the quality of life in your hometown and continue the support you have provided during your lifetime. More Information.

Inspiring Charitable Giving...

Investing in our Communities

For Donors

Mail Carrier John Daro Uses Gift Annuity to Give Back

John Daro

$2.3M Estate Gift for Entrepreneurship and People Attraction

Rudolph H. Elis

Siberts’ Challenge Grant Creates Endowment in Red Cloud

Frank and Shirley Sibert

Boettchers Provide Scholarships for Spencer Students

Bruno and Laverne Boettcher

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