Planned Giving

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Donor Stories

Gift Examples

  • Bequests
    Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
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  • Tax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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  • Property Turns Into Income
    Miranda lived in the family home where she and her husband had raised their children. After her husband passed, Miranda found it increasingly difficult to care for her home.
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  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favority charity.
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  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
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  • Leading for the Future
    Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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  • Give it Twice Trust
    While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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