Your contribution, your legacy

  • Support a cause that's important to you with a planned gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Leave a lasting legacy to be remembered.
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Donor Profiles

Donor Stories

Learn how others have made an impact through planned giving.

  • 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
    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
    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
    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)
    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
    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
    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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