The Bohi's: Now Is the Time to Share Our Good Fortune
"Living in Omaha and working at Methodist Hospital have been two of our greatest blessings." For Dr. Daniel Bohi and his wife, Barbara, planning year-end gifts to their favorite charities is a way of expressing gratitude.
"We believe we should share our good fortune," says Dr. Bohi, "not only with donations, but also through volunteerism. Barbara has been very active in our community serving as president of Child Saving Institute Board, Friends of Make- A-Wish, the Metro Omaha Medical Society Alliance, and PEO. She's also served on numerous boards and acted as chair for a number of fundraising events."
Each December, the Bohis sit down and plan their philanthropic gifts. Though they support a number of organizations, a select few receive special gifts of stock. "Through casual conversations with colleagues, and with the advice of our professional advisors, we discovered the multiple tax advantages of giving gifts of stock," says Dr. Bohi. "No capital gains tax plus paying less income tax means we can make a larger and smarter gift to our favorite causes, including Methodist Hospital Foundation."
Dr. Bohi interned at Methodist Hospital in 1959. After residency at the University of Nebraska Medical Center, he returned to Methodist and has remained until the present. "My time at Methodist Hospital has been wonderful," Dr. Bohi reminisces. "While I was chair of the obstetrics department, the hospital administration was very open and receptive to any improvements the staff suggested. This support resulted in Methodist Hospital becoming a leader in women's health services, and that leadership will continue with the development of the new Methodist Women's Hospital.
"We saw first-hand the good work of the Methodist Hospital Foundation, and we wanted to support it," he continues. "Methodist was my practice ‘home,' so our yearly gift to the Foundation is especially meaningful. How can you practice at Methodist and not realize it's your jewel?"
If you are interested in making a gift of stock to Methodist Hospital Foundation, please see the instructions on Page 4 of this newsletter and call Elizabeth Herbek at (402) 354-4825.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.