Donor Stories
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A Beautiful LegacyWe have recently lost a dear friend. Janet Johnson was the wife of the late Rev. Dr. Lowell Johnson and the mother...
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One of the First Gifts..."In 1995, my wife Myrna and I established a charitable remainder unitrust, one of the first gifts of that kind to be..."
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Appreciating Part-Time PastorsJerry and Diane Onos both grew up in the same neighborhood and attended the Lakeside UMC Youth...
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Don't Let the IRS get the Best of You...Some years ago, when I retired from my part time job, I decided to cash in my work annuity...
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Sally and Ted PolandSally's grandmother established a trust fund to be distributed to her grandchildren when the youngest living...
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Gifts that Benefit YouWhen Cathy and Richard MacGovern got married, they realized they needed to update their wills...
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Gift Examples
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Sale and UnitrustGene 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 UnitrustMary 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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Flexible Deferred Gift AnnuityLewis 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 SaleSusan 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 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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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 charity.
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Deferred Gift AnnuitySeveral 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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Gift Annuity for Real EstateJonathan 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 TaxesThomas 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 FutureLuke 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 TrustWhile 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 FutureJoe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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