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Pay It Forward

Marion Moritz has been very fortunate in her life. She is thankful for the opportunity to share her blessings with others. Her contributions to Methodist Hospital Foundation are an example of how Marion chooses to pay it forward.

Marion and her late husband, John, moved from Nebraska to Arizona with their three children, David, Joan and Mary Fran, in 1974. After John passed, Marion returned to Nebraska to run the family business. Upon her return, Marion reconnected with the Rev. Alva Clark, Th.D., who had presided over her wedding to John.

Dr. Clark introduced her to the good works of Methodist Hospital Foundation. During his lifetime, John had served on the Methodist Hospital Board of Directors. In 1968, he was instrumental in helping acquire the Schimmel Indian Hills Inn, which housed student nurses. "John loved the hospital and enjoyed his work on the Board," Marion says. Marion decided to follow in John's footsteps by serving on the Methodist Hospital Foundation Board. She also has graciously given to the needs at Nebraska Methodist College.

Marion gives credit to her parents, Earl and Ina Jorgensen, for her desire to make a difference in the lives of others. "My parents were always very active in the church and giving to help others," Marion says. "They set the example for me and encouraged me to do the same." To honor her parents and her in-laws, Marion set up two endowed scholarships at Nebraska Methodist College. The Earl and Ina Jorgensen Memorial Scholarship and the Jesse and Opal Moritz Memorial Scholarship allow students the opportunity to broaden their education and to shine as health care professionals.

In addition to the scholarships, Marion has generously supported Josie's Village student housing at Nebraska Methodist College-The Josie Harper Campus. She established The John Moritz Library in honor of her late husband. She considers the Library her niche and her way to contribute to the student's learning.

Marion's gifts are enriching the student experience and strengthening the education they receive. "I have enjoyed seeing the College grow as well as the continuing improvements being made," Marion says. With her contributions, Marion is enabling others to do as she has done and pay it forward.

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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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