Planned Giving

Planned Giving

Planned Giving

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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.

  • Charitable Gift Annuity
    Phoebe Silver is a retired journalist. She's very glad that her career spanned years when newspapers had not yet taken second...
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  • DAF Through Univest Foundation
    Robert and Jennifer Adams are a couple who had dedicated years to their respective careers, that of a research chemist and a...
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  • A Charitable Solution for Investment Losses
    Herman and Elizabeth have been married for 16 years. Herman's first wife died as a result of cancer. There were no children...
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  • A Philanthropic Tool for Business
    Duke owns a very successful construction company. He is a "local boy"; a high school football hero that married his childhood...
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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  • Staying Focused on the Donor
    Noel, a 77 year-old widower, is retired from one of the regional investment houses. He had started as a "runner"; while taking college...
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  • Tax-Free Sale
    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.
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  • A Solution for Life Changes
    Jenna moved to Indian Valley ten years ago with her husband Walter following their retirement from a small liberal arts college...
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  • Bequests
    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.
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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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  • Peace of Mind Gift Annuity
    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.
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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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  • 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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  • 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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  • 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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