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.
Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
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.
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.
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.
Luis 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.
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.
Thomas 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.
Luke 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.
Mark 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.
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.
Albert was the founder and sole shareholder of a small technology company that he started 30 years ago. At 65 years of age, he began thinking about selling the business.
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.
Richard is a successful business owner. His younger brother, Robert, was born with special needs. For the past 10 years, Richard has supported Robert, including paying the costs for Robert's adult care facility.