Donor Profiles

Learn how others have made an impact through planned giving.

Capital Gains Tax Bypassed
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 and built a sizable portfolio.
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Peace of Mind Gift Annuity
Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
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Endowment Gift
Endowment Gift
Pat and Shelly had been dedicated volunteers at their favorite charity for many years. They wanted to make certain the charity's programs continued even after they were gone.
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An Immediate Gift
An Immediate Gift
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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Gift of a Bank Account When No Longer Needed (POD)
Gift of a Bank Account When No Longer Needed (POD)
Keith has been a faithful supporter of his favorite charity and makes regular gifts to support its work. Recently, Keith talked to staff and expressed his interest in naming the charity as a beneficiary of his estate, but he wanted to keep the process as simple and inexpensive as possible.
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A Bequest to Save Taxes
A Bequest to Save Taxes
Thomas told his attorney that he wished to leave a bequest to his favorite charity as part of his estate plan. Thomas's estate included some stocks, real estate and an IRA.
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Give it Twice Trust
Give it Twice Trust
While visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
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