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The Methodist Way

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Andi Kafka

When Andi Kafka thinks about the big moments in her life, she can't help but include her time at Methodist. She has been part of the Methodist Health System community since 1965 when she attended the School of Nursing. After graduation, she went to work for Methodist—a job she's loved for 45 years.

"I consider Methodist an important part of my family," Andi says.

It's that passion that prompted her to include Methodist Hospital Foundation in her family's estate plans. Andi strives to give back and help others. It's a lesson she learned while growing up in a small farming community in Iowa. She fondly remembers the culture of neighbor helping neighbor and a strong community bond. It's the same bond she found at Methodist.

"Your peers and coworkers are here to support you. That is the Methodist way," Andi says. "Methodist has been there for me and has given me so many opportunities professionally and personally."

Andi was one of the first recipients to receive the Foundation Graduate Award, a scholarship funded by Methodist Hospital Foundation. It supports Methodist employees as they further their education.

"You feel like you can't give enough back," Andi says. "My experiences here have pulled at my heart and I want to help."

Supporting Programs That Make a Difference
Andi is a strong supporter of the Caring Campaign, an employee giving program at Methodist. She was one of the first to donate to the campaign when it started 25 years ago. Through the Caring Campaign, she has supported Methodist Estabrook Cancer Center and Foundation programs such as the Family Crisis Connection, which financially helps Methodist employees who are going through a crisis. She also supports the Surgery Renovation and Expansion Project, as she knows Methodist is the regional leader in surgeries.

The feeling Andi gets from giving is so rewarding that she encourages others to be generous as well. In lieu of a gift to her, she asks friends to donate to Methodist Hospital Foundation. One of her favorite programs is the Methodist Hospital Renaissance Health Clinic, which provides low-cost services to those in need. She wants to make a difference in other's lives.

Andi's giving heart doesn't stop there. She donates the gift of time by volunteering at Methodist in addition to her work as an employee. She looks forward to becoming more active with volunteering in her retirement.

"Volunteering my time is just one more way to help others. It is something I find great joy in," Andi says.

Andi and her husband, Joe, decided they want to continue to give into the future as well. They accomplished this by including Methodist Hospital Foundation in their estate planning. For them, it's a way to continue to support the projects and programs that do so much for the community and to pay it forward.

"I always knew I wanted to give something and realized that putting Methodist Hospital Foundation in my estate plan was the way to go. It's a win-win," Andi says.

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.