Support a cause that's important to you with a planned gift.
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Donor Stories
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Delmar & Betty JonesMr. and Mrs. Jones, owners of Jones Tool & Machine, were the first to make a major endowment contribution...
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James F. JacksonMr. James F. Jackson was an only child who grew up during the depression of the 1930's...
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Mabel KidwellMs. Kidwell was fortunate to have friends establish a designated endowment fund on her behalf to honor her legacy for education.
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Sally & Henry GeitzSally Organ Pierce Geitz grew up in a family where education was extremely important. Many people in her family...
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Salo & Mary LeviteSalo Levite came to the U.S. from Munich, Germany at the age of 13. He served as a dedicated merchant for more than 60 years.
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Geraldine & Henry AdelmanGeraldine "Jerry" and Henry were highly engaged in the restaurant business in Terre Haute...
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Gift Examples
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The Retirement UnitrustMary 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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Property Turns Into IncomeMiranda 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.
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Flexible Deferred Gift AnnuityLewis 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.
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Part Gift and Part SaleSusan 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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Current GiftsAs 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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A Bequest to Further Good WorkNancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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Deferred Gift AnnuitySeveral 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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Gift Annuity for Real EstateJonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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A Bequest to Save TaxesThomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
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Leading for the FutureLuke 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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Give it Twice TrustWhile visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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Providing for Our Children's FutureJoe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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