Donor Stories
Provide a gift of appreciated assets to save on taxes and generate Income
Learn how others have made an impact through their acts of giving to our organization and others.
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Tax-Free SaleHoward 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.
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Capital Gains Tax BypassedPeter 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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Sale and UnitrustGene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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The Retirement UnitrustMary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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Part Gift and Part SaleSusan and Kevin bought a vacant lot along Lake Washington many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
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Leading for the FutureLuke 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.
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Give it Twice TrustWhile 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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Providing for Our Children's FutureRon and Kathy worked for many years building their nest egg for retirement.
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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.
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