Donor Stories
The below are anonymous examples of possible donor scenarios.
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BequestsJoe and Anna have been faithful supporters of their local church throughout their lives. They believe their church is making an impact in their community...
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Using a Beneficiary Designation to Make a Gift to CharityJoanne and her late husband Hal had been longtime supporters of their church. Recently, Joanne's children encouraged her to update her estate plan.
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Fixed Income for RetirementAfter working for decades as a pediatrician in a small town, Patricia is ready to retire.
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Reduce Your Taxes with an IRA Rollover GiftMargaret was a retired librarian. She volunteered at her favorite local ministry several times a week and also made several donations each year.
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Tax-Free SaleHoward and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
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Capital Gains Tax BypassedPeter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
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Peace of Mind Gift AnnuityMany years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
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Endowment GiftPat and Shelly were recently married. They both had been dedicated volunteers at the church they were married in for many years.
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Sale and UnitrustGene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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The Retirement UnitrustMary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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An Easy Way to Help with Your IRADaniel was a retired businessman who volunteered building ramps with his church group. When they decided to expand the program, he was excited to help in a significant way.
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Property Turns Into IncomeMiranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
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Flexible Deferred Gift AnnuityLuis 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 in value.
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Part Gift and Part SaleSusan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
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Current GiftsAs 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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Gift of a Bank Account When No Longer Needed (POD)Keith has been a faithful supporter of his church and makes regular gifts to support its ministries in the community.
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Transferable on Death (TOD) GiftsHarold and Jeanne married after meeting at bible study. They wanted to leave a legacy gift...
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A Bequest to Further Good WorkNancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite ministry.
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Deferred Gift AnnuitySeveral years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
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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 EstateJonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
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A Bequest to Save TaxesThomas was a widower who had a great love for the church. As an individual who had directly benefited from its ministry, Thomas wanted to say that you with a gift from his estate.
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Leading for the FutureLuke and Cynthia spent many years volunteering and supporting the youth ministry. They wanted to give back in a way that would help fulfill its mission.
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Give it Twice TrustWhile visiting her favorite ministry's website, June came across the idea of a give it twice trust. She contacted them for more information.
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Providing for Our Children's FutureRon and Kathy worked for many years building their nest egg for retirement.
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IRA Rollover: A Gift with Substantial BenefitsMark was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts to his favorite charity several times in recent years.
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Bequest of InsuranceMarla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
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Avoiding Tax on a Business SaleAlbert was the founder and sole shareholder of a small technology company that he started 30 years ago. At 65 years of age, he began thinking about selling the business.
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Using Blended Gifts to Reach Your Charitable Giving GoalsJay and his wife Amy wanted to support their church with a significant gift of $100,000. They wanted to spread this gift out over several years but also wanted to make a gift of $25,000 this year.
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Gifts of Mineral InterestsWalter and May recently retired and moved south to a new retirement community. They still own their 250-acre ranch.
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Gift for a Loved One with Special NeedsRichard is a successful business owner. His younger brother, Robert, was born with special needs. For the past 10 years, Richard has supported Robert, including paying the costs for Robert's adult care facility.
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