Giving Opportunities

We hope the guide below will be of assistance to you when making decisions about charitable gifts. Please reach out to the Development Office with any additional questions at (402) 408-5292.

Tax-favored Charitable Gifts

To make a charitable gift in the current calendar year for Federal Income Tax purposes, you must make your gift on or before December 31. There are many ways to make a charitable gift to a qualified organization, such as The Cloisters on the Platte. Please find a summary of tax advantaged options below.

Make a Qualified Charitable Distribution (QCD) of Individual Retirement Account (IRA) assets

If you are 70½ or older, a QCD charitable distribution is a way you can support the work of the Cloisters on the Platte.

Benefits of a QCD charitable distribution:

• Avoid taxes on transfers of any amount up to $100,000 from your IRA to The Cloisters on the Platte
• Make a gift that is not subject to the deduction limits on charitable gifts
• Help further the work and mission of The Cloisters on the Platte.
• How a QCD charitable distribution gift works
• Contact your IRA plan administrator to make a gift from your IRA to the Cloisters

Your IRA funds will be directly transferred to the Cloisters to help continue our important work; they must be directly transferred from your IRA to the charitable organization to count as a Qualified Charitable Distribution. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction, but they can count as all or part of your required minimum distribution

Gift of Stock

A gift of long-term appreciated publicly traded stock may entitle the donor to an income tax charitable deduction for the fair market value of the stock on the effective date of the gift and also avoid capital gains tax. In many cases it is more advantageous for a donor to donate the securities to a qualified organization than to sell the securities and donate the cash proceeds. If you have stocks that have lost value, but you still wish to use them to make a donation, they should be sold first and then the proceeds donated. However, we recommend that you consult your tax advisor for additional information.

To transfer stock to the Cloisters on the Platte:

Contact Kara Wesely at (402) 408-5292 or [email protected] for stock transfer instructions and to ensure that The Cloisters on the Platte is aware of your transfer. Upon receipt of the transfer, we will issue a stock transfer receipt to you. The gift is valued as the average of the high and low market price of the stock on the day of the transfer. Please note that the entire transfer process can take several business days.

To make a gift online

Visit the Cloisters on the Platte online giving site at cloistersontheplatte.com/donate

Gifts made before midnight on December 31, 2026, are counted in the 2026 tax year.

To mail a gift via USPS

The Cloisters on the Platte
23332 Fishery Road
Gretna, NE 68028

If you are mailing your gift on December 31, do not drop your gift in a mailbox, but take it into the post office to ensure it is postmarked December 31, 2026.

To make a gift over the phone, call the Development Office at (402) 408-5292.