Skip to Content

A Legacy of Giving

donor-jim-eggers.jpg

Jim Eggers has extended his support of Methodist Hospital through a gift in his will.

Giving back is an important part of Jim Eggers' life. He knows what it's like to struggle. Jim grew up in a farming community in Iowa. His family didn't have much money or even electricity, but he was raised with love.

"I adored my parents," Jim says. "They led by example."

Jim's mother went to college, which was unusual for that time, and his dad was president of an insurance company and later became a state senator. They taught him ethics, integrity and hard work, and he has applied that throughout his life.

"I took those lessons to heart and it's what made me successful," Jim says.

Jim started his sales career selling appliances door to door, and later started EGGers Consulting Company, where he still continues to lead the day-to-day operations. He is a lifelong learner and believes in continuing education in business and in life.

He is also a big believer in philanthropy.

"I've always been generous. When people do exceptional jobs or someone is having bad luck, I love to help them," he says.

Jim is also generous with his time. He proudly serves on the Methodist Hospital Foundation Board of Directors and has been very active in the community over the years. He wants to leave a legacy.

"I have included Methodist Hospital Foundation in my will because we've been very fortunate, and we know it will make a difference. It's spiritual and stimulating for me."

Special times spent with family and friends are the joys of Jim's life. He has been married to his sweetheart, Marjorie, for 67 years. With strong family values they raised two sons and a daughter and now enjoy their seven grandchildren.

His advice to others wanting to leave their mark: "Have a plan and work the plan. Financially, spiritually, whatever it may be. There is always room for improvement in all of us."

If you would like to leave your mark at Methodist Hospital Foundation, contact Methodist Hospital Foundation Office at (402) 354-4825 or foundation@nmhs.org.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Methodist Hospital Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Methodist Hospital Foundation, a nonprofit corporation currently located at 8401 West Dodge Road, Suite 225, Omaha, NE 68114-3447 , or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Methodist Hospital Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Methodist Hospital Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Methodist Hospital Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Methodist Hospital Foundation where you agree to make a gift to Methodist Hospital Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.