Donor Stories
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James and Andrea French: Charitable Bequest
Although James and Andrea French moved from the ice and snow of Colorado to the sunny retirement community of Laguna Woods...
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Ron and Cindy Latin - Estate Gift
We've all heard that a captain should never be without his first mate. For sailing enthusiast Ron Latin, his first mate is his...
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Lenny Wentworth - Bequest
Connections mean everything. For Lenny Wentworth, it's connections that have driven his giving spirit...
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Carol Lullmann - Charitable Gift Annuity
After 50 years as an FBI investigative analyst, Carol Lullmann had seen and done plenty of interesting things.
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Douglas Lyle, M.D. - Charitable Gift Annuity
Anyone who reads mysteries or watches current crime thrillers on television may have seen the name D.P. Lyle...
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Jessie Dolezal: A Portrait of Giving
Jessie Dolezal and her late husband Frank started their affiliation with the medical center in 1988.
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Rae Tso- Charitable Gift Annuity
When Rae Tso retired in 2009, she wanted to move to a retirement community and continue working — not for the pay she could...
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Gift Examples
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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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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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Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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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.
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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.
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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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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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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.
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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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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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