Financial Advisors - Training & Tools 

Tools to give you the information you need to promote the Nebraska Charitable Tax Credit to your clients are available now.  We've added a donor decision tree, to help your clients determine which tax credit-eligible planned gift is right for them.  The tree has links to articles giving detailed information on each type of planned gift.  Click Here to access the decision tree.

In collaboration with the Nebraska Department of Revenue, we have developed a series of sample acknowledgement letters, receipts and statements to be attached to a donor's state income tax return.  We hope these materials will help your clients efficiently and correctly qualify for a Nebraska Charitable Tax Credit when they have made a qualifying gift to the permanent endowment of a Nebraska nonprofit.

Easy links to each of these documents are listed below.

Check back here for additional tools when they become available.

  • Documents for Planned Gifts from Individuals
  • Documents for Outright Gifts by C Corporations
  • Documents for Planned Gifts by Estates and Trusts
  • Documents for Planned Gifts from S Corporations, Partnerships or LLCs
  
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Endow Nebraska - Building a Brighter Future for Generations of Nebraskans


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EndowNebraska does not provide legal, financial, or tax advice.
Please consult with your professional financial advisors regarding your specific situation.



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