|
|
 |
Harry Williams
In 2002, Harry Williams established a Charitable Gift Annuity with The Salvation Army. More on Harry Williams >>.
|
 |
Peace of Mind Gift Annuity
Al Hall came off a US Navy ship at a North African port during World War II. He was greeted by a Salvation Army officer with a bag of fruit, a carton of cigarettes, and a hand-made sweater-vest. More on Peace of Mind Gift Annuity >>.
|
 |
Bequests
Jane and John have volunteered for The Salvation Army (TSA) in Kirksville, Missouri for years. They noticed the dedication and compassion of TSA officers and decided to help financially. More on Bequests >>.
|
 |
Will Bequest
Recently, Salvation Army officers met with "Susan" to thank her for her planned gift of a Will Bequest. Here is what she shared. Officer: "Susan, why did you decide to let us know about the estate planning arrangements you have made for The Salvation Army?" More on Will Bequest >>.
|
 |
Major IRA Gift
Evelyn wanted to help The Savation Army. She decided to make a gift from her IRA. TSA: Evelyn, why did you choose to use your IRA as a gift to The Salvation Army? Evelyn: I have an IRA with a relatively modest amount that I invested in several years ago. More on Major IRA Gift >>.
|
 |
Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
|
 |
Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
|
 |
Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
|
 |
Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
More on Current Gifts >>.
|
 |
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, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>.
|
 |
Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with The Salvation Army - Midland Division. More on Easy IRA Gift >>.
|
 |
Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, The Salvation Army - Midland Division shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.
|
 |
Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.
|
 |
Flexible Deferred Gift Annuity
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 to $118,000. More on Flexible Deferred Gift Annuity >>.
|
 |
Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
|
 |
Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
|
 |
The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
|
These donor stories are for illustrative purposes. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of the actual donors who were involved in either the cases or the combination of cases.
|
© Copyright 1999-2010 Crescendo Interactive, Inc.
|
|
