Ways To Help

Planned Giving

You can make great things happen for people with disabilities through a planned gift to Mosaic. Charitable planning can fulfill your legacy dreams while helping ensure Mosaic's mission for generations to come.

There are many kinds of planned gifts, and the professional gift planning staff at Mosaic are available to help you determine the most effective options for you.

Popular planned gifts that guarantee you a variety of tax and other benefits include:

Bequests-- A gift through your will or revocable living trust that gives you great flexibility and requires no immediate funding.

Charitable Gift Annuity -- An irrevocable agreement between you and The Mosaic Foundation that provides you with a guaranteed annual payment for the rest of your life. Learn more about immediate and deferred gift annuities to determine which is best for you.

Charitable Remainder Trust -- A trust arrangement between you and a trustee that pays you an income for life or a term of years. At the end of the trust term, the remaining assets are distributed to Mosaic.

Life Insurance -- A creative, yet easy, way to make a significant impact through a new or existing policy. The cash value of the policy and premium payments are tax deductible.

IRA/Retirement Plan Assets -- A gift of retirement assets leaves a powerful legacy and gives you and your heirs considerable income and estate tax savings.

For a comprehensive description of these and other planned giving opportunities, see our Planned Giving Guide.

We invite you to meet the Mosaic gift planning staff. They will gladly explain how your estate and financial plans can benefit you, your family and your loved ones while preserving a legacy for Mosaic.

When you embrace the mission of Mosaic through a planned gift, you will be honored and recognized as a member of the Mosaic Legacy Society.

For more information about planned gift options, please contact a Mosaic planned giving professional using the planned gift Information Request form. You may also write or call Mosaic at:

Mosaic
Planned Giving Associate
4980 S. 118th St.
Omaha, NE 68137-2220

877-366-7242 x1106 (toll free)