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Meet Our Donors

We are thankful for those who have made an estate gift to Mosaic. Here are their stories.

Mosaic Services Go 'Above and Beyond,' Inspiring Planned Gift

The most valuable thing Mosaic gives Julie Rohlfs, according to her mother Linda, is not something you can buy. "The love and care that she's always gotten," Linda said. "It's not just that they take care of her; they love her. You can't put a price tag on that." Read More

A House, A Road and A Legacy of Generosity

Donald Grundahl

In Mosaic's month of gratitude, we are thankful for the many donors who have generously supported the mission. This story originally appeared in Mosaic's magazine seven years ago. I was able to meet Donald Grundahl once before he died and, even weak and approaching death, he was kind in word and ready to laugh. Read More

Building a Legacy of Generosity

Ruth and Virgil Johnson

Married nearly 55 years, the values of their rural South Dakota childhoods still motivate Ruth and Virgil Johnson. They learned early on that helping one another isn't extraordinary; it's what you do. Read More

Meaningful Gift Honors Multi-Generation Legacy

Originally a gift to Nels Lindquist from his father, a Swedish Bible has been passed down through Nels's family for generations and presently resides with Kevin Meyer, his great-grandson. Read More

A charitable bequest is one or two sentences in your will or living trust that leave to Mosaic 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 [specific dollar amount, description of specific property, all the residue, or a percent of the residue] to The Mosaic Foundation, Omaha, Nebraska, a non-profit Nebraska corporation, to (select one):

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 Mosaic 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 Mosaic 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 Mosaic 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 Mosaic where you agree to make a gift to Mosaic 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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