Donor Stories
Learn how others have made an impact through their acts of giving.
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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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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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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, Thomas wanted to thank us with a gift from his estate.
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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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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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Fixed Income for RetirementAfter working for decades as a pediatrician in a small town, Patricia is ready to retire.
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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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Leading for the FutureLuke and Cynthia 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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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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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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Providing for Our Children's FutureRon and Kathy worked for many years building their nest egg for retirement.
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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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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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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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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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Beneficiary Designation
A beneficiary designation is the act of naming the person who will inherit an asset in the event of your passing. Examples include financial accounts, retirement accounts, life insurance policies, and trusts.
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