Planned Giving
Gift PlanningPLANIFICACIÓN DE DONACIONES

Support a cause that's important to you with a charitable gift, put your assets to work with our tax-efficient charitable strategies, and take advantage of the many tax benefits of making a gift. Apoye una causa que sea importante para usted con una donación caritativa, haga que sus activos trabajen para usted con nuestras estrategias caritativas fiscalmente eficientes y aproveche los muchos beneficios fiscales de hacer una donación.

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Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.

  • Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
  • Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
  • After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
  • Diego and Sofia were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
  • 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.
  • 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.
  • Maria 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.
  • 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.
  • 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.
  • Andrea and Armando 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.
  • As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
  • Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
  • 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.
  • Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
  • Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
  • 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.
  • 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.
  • Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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