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A Partnership in Giving

Two Friends Share a Love of Giving and a Place in Their Hearts for the Methodist Hospital Community

Richard Hahn

“The reputation of the health system—you can’t help but be proud to be affiliated with Methodist.”
—Richard Hahn, past president and CEO, Farmers National Company; longtime Methodist Board member

Richard Hahn's legacy is rooted in service to country and community, which included serving on national, state and community boards as well as his commitment to Gracehill Lutheran Church. As a young man, he was educated in a one-room country school, Norfolk High School, and the University of Nebraska. He traded the family farmstead in rural Nebraska for a world tour with the U.S. Navy. After spending two years of active duty (and 28 years of active reserve duty) he retired with the rank of captain.

His active duty included a role in the Cuban Missile Crisis. “I was command duty officer and got the call that said we’re going to load up your ship and go through the Panama Canal to Cuba,” he recalls.

Hahn went on to achieve professional success as a 23-year employee of Metropolitan Life Insurance Company Agricultural Investments, and then as president and CEO of Farmer’s National Company (1987-2005). All the while, he amassed an incredible portfolio of community involvement, including a “count me in” drive to enhance Methodist Health System—whether he’s serving on the Nebraska Methodist College—The Josie Harper Campus Board, the Methodist Hospital Board, the Physician’s Clinic Board, Nebraska Health Network Board or the Methodist Hospital Foundation Board.

“Because of its stellar and strong reputation, you can be so proud to be affiliated with Methodist, in whatever capacity that may be,” he says.

Roger Anderson

Roger Anderson, D.O., FACOS

Raised to be hard-working and others-focused, Richard has found a kindred philanthropic spirit in fellow Methodist champion Roger Anderson, D.O., FACOS, who resides in Arizona.

“I admire Dr. Anderson,” Hahn says. “He's so sharp it’s unbelievable!”

Dr. Anderson, who spent almost four decades as a general surgeon in Iowa, turned 99 in June. He and Hahn were linked professionally. (Farmers National Company managed three of Dr. Anderson’s farms.) Then in 2009 while Hahn was serving as chair of the Nebraska Methodist College Board, they became connected philanthropically.

“Dr. Anderson called me on a Sunday saying he wanted to give a farm to Methodist College in memory of his wife, Emily,” Hahn says. “She graduated from the college in the early 1940s, and her first assignment was Omaha Beach. He’s very proud of what she did during World War II.”

Whether it’s donating life insurance, starting a charitable gift annuity or setting up something like the Anderson Farm Management Trust, Hahn says planned giving—and including your family in that planning—is extremely important. By supporting Methodist, he says we have a chance to elevate one of the most attractive aspects of living in Omaha: access to quality health care.

Hahn and his wife, Pat, support Methodist through donations to Methodist Volunteers In Partnership, and all Methodist-related projects. They encourage their circle of associates to become friends of the Foundation and enlist them to serve on Methodist boards.

Giving back is just one part of their legacy. A strong marriage and robust family is another. The Hahns celebrated their 50th wedding anniversary last year with their three children, nine grandchildren and one great-grandchild.

Find out how you, too, can foster a healthier community by supporting Methodist Hospital Foundation. Contact Elizabeth Borisow at (402) 354-4825 or foundation@nmhs.org.

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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.

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