Cash is one of the easiest assets to donate and is especially appreciated because it can immediately be put to use. A cash gift can be in the form of a check or credit card payment. 

Real Estate

The Mosaic Foundation may accept gifts of real estate upon recommendation from its Board. By making a gift of a residence, vacation home, farm, ranch or commercial property, you may avoid capital gains taxes and receive a charitable deduction for the full market value of the property.

Retirement Assets

Donating part or all of your unused retirement assets, such as a gift from your IRA, 401(k), 403(b) or other tax-deferred plan is a great benefit to Mosaic and may allow you to realize positive tax advantages.

Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Mosaic. The Mosaic Foundation accepts publicly traded and closely held stock. Publicly traded securities may be transferred to a Mosaic Foundation designated brokerage account. To receive tax benefits, you must transfer stocks/bonds to Mosaic rather than selling them and donating the proceeds. You will avoid paying capital gain taxes while receiving a full-value charitable deduction.

Under certain circumstances, closely held stock may be accepted. Prior to doing so, input and confirmation must be secured from The Mosaic Foundation’s legal counsel.

Planned Gifts

Remembering Mosaic as a beneficiary of your estate plan provides a lasting legacy of your commitment to Mosaic’s mission. These gifts should be considered within the full framework of your estate plan and after seeking professional counsel.

Options include:

  • bequests 
  • charitable trusts 
  • gift annuities  
  • life insurance

Sample Bequest Language 

 We encourage you to use this language when making a provision for a gift of a specific sum of money (or specific items of property) or a gift of all or a fraction of your residuary estate (that portion of the entire estate which remains after all specific gifts provided in your estate plan have been satisfied). 

I give [specific dollar amount, description of specific property, all the residue, or a percent of the residue] to The Mosaic Foundation, Omaha, Nebraska, a non-profit Nebraska corporation, to (select one): 

  • support the mission of Mosaic. 
  • support the Mosaic agency located in [city, state]. 
  • be placed in the Mosaic Endowment Fund.

The example and information in this website are for illustrative and education purposes only and should not be considered as legal advice.