Planned Giving

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Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.

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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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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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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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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Peace of Mind Gift Annuity

Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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Endowment Gift

Pat and Shelly were recently married. They had both been dedicated volunteers at their favorite charity for many years.
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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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The Retirement Unitrust

Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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Property Turns Into Income

Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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Flexible Deferred Gift Annuity

Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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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 favorite charity.
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Deferred Gift Annuity

Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
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What Will You Do with Your Unspent Retirement Savings?

Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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Gift Annuity for Real Estate

Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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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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Bequest of Insurance

Marla and Wayne purchased a life insurance policy many years ago to create security for their childrens' future.
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Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!

We have all heard the saying "Have your cake and eat it too." It's something we say when we can have more than one good thing at the same time.
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A Blended Gift to Reach a Goal

Jay wanted to support one of our priorities at a significant level–$100,000. However, he was only willing to give $25,000 in cash gifts that year.
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