Donor Stories

The following are fictitious examples to help explain how to make an impact through their acts of giving. Please contact your financial advisor, attorney or other estate professional to explore these options.

Current Gifts
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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Bequest of Insurance
Bequest of Insurance
Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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Bequests
Bequests
Joe and Anna have been faithful supporters of their organization. They believe it is important to help further the organization's mission.
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Using a Beneficiary Designation to Make a Gift to Charity
Using a Beneficiary Designation to Make a Gift to Charity
Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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Fixed Income for Retirement
Fixed Income for Retirement
After working for decades as a pediatrician in a small town, Patricia is ready to retire.
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Peace of Mind Gift Annuity
Peace of Mind Gift Annuity
Many 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 Gift
Endowment Gift
Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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The Retirement Unitrust
The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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Deferred Gift Annuity
Deferred Gift Annuity
Several 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?
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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