The Foundation offers a means to support religious and educational missions of the Archdiocese of Omaha, its parishes, and schools. Donors may make specific or general gifts directly to the Foundation to support Catholic programs operating under the auspices of the Archdiocese of Omaha. Donors have the option to make cash gifts, gifts of securities, gifts of property, life insurance, annuities and other approved gifts. Gifts to the Foundation are tax deductible, as the Foundation qualifies as an organization under Section 501(c)(3) of the Internal Revenue Code.
In addition, the Foundation manages endowment and other restricted funds for Omaha Archdiocesan parishes and schools and ensures that those funds are invested in ways that are consistent with Catholic values.
We will be seen as a deeply valued, highly respected and integral part of the northeast Nebraska community that is continually responsive to changing needs, in service to our parishes, schools, supporting ministries and closest stakeholders, bringing each of us closer to Christ while creating better futures.
The Catholic Futures Foundation of Northeast Nebraska, with Catholic values at the forefront, professionally manages, stewards and invites investment into our northeast Nebraska community, giving all members unique opportunities to positively impact the future of the Church and transform lives.
Who Does the Catholic Futures Foundation Serve?
Individuals, Families and Organizations
Whether you are an individual donor or in leadership at a parish, school or ministry, the Catholic Futures Foundation can help you create a legacy of support for the causes you or your organization are most passionate about.
Stewardship and Development, Director
Legacy Planning Officer
Stewardship & Development Office
For more information about how to become a member of the Living Legacy Circle, or if you have any questions concerning estate planning and how to go about leaving the Archdiocese of Omaha, the Catholic Futures Foundation of Northeast Nebraska, or a parish or school in your estate plans, please contact:
Legacy Planning officer, Archdiocese of Omaha
Office of Stewardship & Development
The Most Rev. George J. Lucas
Archbishop of Omaha
Paul M. Mendlik, Elkhorn
Thomas J. Sudyka, Jr., Omaha
James J. Stolze
Chief Financial Officer
Archdiocese of Omaha
Shannan M. Brommer
Director of Stewardship & Development
Archdiocese of Omaha
Members at large:
Lance Jones, Omaha
Vickie K. Kauffold, Superintendent of Catholic Schools, Omaha
Craig M. Sall, Omaha
Rev. Michael J. Swanton, St. Leo the Great Parish, Omaha
Dr. James M. Tracy, Bellevue
Dr. John Wingender, Omaha
Jeanette Wojtalewicz, Gretna
James Ambrose, CIMA®, CAP®, CFP®
Senior Vice President Wealth Management Advisor Global Institutional Consultant
Jim joined Merrill in 1998 and has been with the firm throughout his career. He is among a select number of Merrill advisors to hold the Global Institutional Consultant title. In this role, he is dedicated to helping institutions articulate their financial goals and develop strategies to pursue them. Jim holds the CERTIFIED FINANCIAL PLANNERTM certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Investment Management Analyst® designation, awarded by the Investments and Wealth Institute in conjunction with the Wharton School of Business at the University of Pennsylvania. He also holds the Chartered Advisor in Philanthropy® designation, administered by the American College. Jim currently serves on the board of the New Cassel Retirement Center Foundation and has been active for a decade with the Christian Urban Education Service (CUES), to provide assistance to inner-city parochial schools. He is an adjunct professor in the Heider College of Business at Creighton University. Jim is also a member of Alpha Sigma Nu, the Jesuit Honor Society. Jim graduated from Loyola University Chicago with a bachelor’s degree in finance and earned a law degree from the same university. He practiced law at Lamson, Dugan, and Murry in Omaha from 1993 to 1998, prior to joining Merrill. (He does not provide legal advice in his role at Merrill.) Jim and his wife, Jean, live in Omaha with their four children.
Matt Rehberg, CIMA®, CPFA, CFP®
Vice President Wealth Management Advisor Retirement Benefits Consultant Global Institutional Consultant
Matt joined Merrill in 1999 and has been with the form throughout his career. As one of the select advisors to hold the Global Institutional Consultant title and the designation of Retirement Benefits Consultant, he works with endowments, foundations and qualified retirement plans to help them develop and implement investment strategies customized to their needs. He particularly enjoys helping simplify and clarify complex issues and educating boards and committees about the potential impact of financial decisions on their organization’s long-range goals. The services he can provide include asset allocation modeling, investment manager search and selection, and customized performance reporting. He can act as a liaison to Merrill’s Investment Policy Statement service for investment policy development and review. Matt holds the CERTIFIED FINANCIAL PLANNERTM certification, awarded by the Certified Financial Planner Board of Standards, Inc; the Certified Investment Management Analyst® designation, administered by the Investments and Wealth Institute in conjunction with the Wharton School of Business at the University of Pennsylvania; and the Certified Plan Fiduciary Advisor designation issued by the National Association of Plan Advisors. He graduated from Iowa State University with a bachelor’s degree in finance. He is an adjunct professor in the Heider College of Business at Creighton University. He also serves on the board of the Millard Public Schools Foundation. In his spare time, Matt enjoys coaching his children’s sports teams and playing golf. Matt and his wife, Kay, live in Omaha with their three children.
Michael Lighthart, CRPC®
Senior Vice President Senior Financial Advisor
Mike has been with Merrill since the beginning of his financial career in 1999. He works with his colleagues on The ALR Group to provide institutional clients with a range of services, from investment manager search and selection to helping clients develop customized asset allocation strategies. His prior experience as a board member serving on the investment and program committees of the Boys and Girls Clubs of the Midlands has helped give him insights into the needs of nonprofit organizations. Mike holds the Chartered Retirement Planning CounselorSM designation. He graduated from Wayne State College with a bachelor’s degree in business administration. In his leisure time, Mike enjoys coaching youth sports. He lives in Omaha with his wife, Kathleen, and their four children.
We are a charitable, non-profit foundation formed in 1975 to provide support for the religious and educational missions of the Archdiocese of Omaha, its parishes and schools. Formerly known as the Omaha Archdiocesan Educational and Parish Foundations, the Catholic Futures Foundation exists to serve the entire archdiocesan community and provide long-term financial sustainability.
The Foundation makes it easy for you to give lasting support to the Catholic organizations and/or causes that are closest to your heart. Funds within the Foundation provide need-based scholarships, parish and school maintenance support, grants for Catholic and religious education programs and support for many other areas. You can create a legacy by starting your own fund in the Foundation. A planned gift to the Foundation is just one way to invest in the future of our Church and help it to serve others for generations to come.
Cash and appreciated stock are common types of gifts you can make to any of our existing funds or to establish your own endowment fund. You might also consider making a planned gift by remembering the Foundation in your estate plans.
An endowment is a financial instrument that provides perpetual support to a designated beneficiary. An endowment is a gift that gives forever. Creating an endowment fund is simple, and it is a meaningful way to honor your family or a loved one, while providing lasting support to a Catholic parish, school or ministry that you care about most.
Deb Lund, Music in Catholic Schools
About the Archdiocese of Omaha
Encountering Jesus, Equipping Disciples, and Living Mercy
The Archdiocese of Omaha is the Catholic Church in northeast Nebraska, covering 23 counties over 14,050 miles and serving more than 230,000 Catholics with 126 active priests, 139 parishes and 71 schools.
The purpose of the Archdiocese of Omaha is to be a part of the living Body of Christ, welcoming and inspiring every person to live as a vibrant disciple of Jesus Christ so that all may respond to their vocation to holiness, be sent out as leaven to transform the world and fulfill their deepest human desire.
LET'S TALK ABOUT THE FUTURE
It all starts with a conversation. We want to learn what matters most to you and, as your partner, connect you with giving opportunities that will help you achieve your charitable objectives. Whether you are interested in giving to an existing fund or want to learn about creating your own fund, we can help guide you toward making a gift that is most meaningful to you.
To learn more about how you can positively impact the future of our Church and help transform lives, please contact us or fill out and submit this form.
402.557.5650 Ext. 1917
2222 N. 111th St.
Omaha, NE 68164