Planned Giving
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Donor Stories

Donor Stories

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

  • Bequests
    Rob and Jessica have been faithful supporters of our organization. They believe it is important to help further our mission.
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  • Using a Beneficiary Designation to Make a Gift to Charity
    Jamie and her late husband Matt had been longtime supporters of our organization. Recently, Jamie's children encouraged...
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small town, Phoebe is ready to retire.
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  • Reduce Your Taxes with an IRA Rollover Gift
    Misty was a retired librarian. She volunteered at her favorite charity several times a week and also made several donations to the charity each year.
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  • Capital Gains Tax Bypassed
    Robert and Nancy 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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  • Endowment Gift
    Peter and Susan were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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  • Deferred Gift Annuity
    Several years ago, Landon and Marcy invested $30,000 in what they believed to be an attractive stock.
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  • Providing for Our Children's Future
    Rick and Samantha worked for many years building their nest egg for retirement.
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  • Bequest of Insurance
    Bertha and Simon purchased a life insurance policy many years ago to create security for their children's future.
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  • Using Blended Gifts to Reach Your Charitable Giving Goals
    Jack and his wife Anabelle wanted to support our organization 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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  • Gift for a Loved One with Special Needs
    Henry is a successful business owner. His younger brother, Liam, was born with special needs. For the past 10 years, Richard has supported Liam, including paying the costs for Liam's adult care facility.
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