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The Bohi's: Now Is the Time to Share Our Good Fortune

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"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.

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

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