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Donor Stories

  • A Beautiful Legacy
    A Beautiful Legacy
    We have recently lost a dear friend. Janet Johnson was the wife of the late Rev. Dr. Lowell Johnson and the mother...
  • One of the First Gifts...
    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..."
  • Appreciating Part-Time Pastors
    Appreciating Part-Time Pastors
    Jerry and Diane Onos both grew up in the same neighborhood and attended the Lakeside UMC Youth...
  • Don't Let the IRS get the Best of You...
    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...
  • Sally and Ted Poland
    Sally and Ted Poland
    Sally's grandmother established a trust fund to be distributed to her grandchildren when the youngest living...
  • Gifts that Benefit You
    Gifts that Benefit You
    When Cathy and Richard MacGovern got married, they realized they needed to update their wills...

Gift Examples

  • 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.
  • 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.
  • 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.
  • 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.
  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.