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Learn how others have made an impact through their acts of giving to our organization and others.
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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.
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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.
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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.
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Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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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.
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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.
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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.
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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.
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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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Reduce Your Taxes with an IRA Rollover Gift
Margaret 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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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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An Easy Way to Help Our Work with Your IRA
Daniel was a retired businessman who volunteered for our organization. When we decided to add a new program, he was excited to help in a significant way.
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Property Turns Into Income
Miranda 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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Part Gift and Part Sale
Susan 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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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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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.
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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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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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Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
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Using Blended Gifts to Reach Your Charitable Giving Goals
Jay and his wife Amy 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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