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Planned Giving

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Donor Stories

  • Humility and Hard Work
    Humility and Hard Work
    By the time he was 16 years old, Jim MacDougald faced more than his share of tragedy. In the spring of 1943...
  • St. Francis of Assisi Church is her Spiritual Home
    St. Francis of Assisi Church is her Spiritual Home
    Have you ever visited St. Francis of Assisi Parish in Castle Rock? If you have, you know it is a special place...
  • God has given us so much. We just want to give back.
    God has given us so much. We just want to give back.
    "This planned gift to Holy Apostles-it's what our hearts told us to do."
  • What Drives the Koprowskis to Care?
    What Drives the Koprowskis to Care?
    Dick Koprowski had knee replacement surgery a few months ago, but is now happily back behind the wheel of not just one...
  • Create Your Legacy with a Bequest
    Create Your Legacy with a Bequest
    What's a meaningful yet simple way to make a difference in the world? Make a bequest. You've probably heard...
  • Mind, Heart and Spirit
    Mind, Heart and Spirit
    Sometimes, just a few hundred dollars stand in the way of a child and a chance.
  • Everyday People Making a Difference
    Everyday People Making a Difference
    Wayne and Suzanne Gibbons have always volunteered in their churches and their communities. She taught English as a Second...
  • Thankful For Their Blessings
    Thankful For Their Blessings
    Like many couples in their 30's, Heidi and Ethan Rector are busy. They both work, are raising two daughters, are expecting a third...
  • Terri Sortor - Gift of Life Insurance
    Terri Sortor - Gift of Life Insurance
    It was the late 1970's and my life was changing rapidly—some parts for the better and some not. I was the consummate family-gal and...
  • James Varrone - Bequests
    James Varrone - Bequests
    James Varrone worked at Pike View Coal Mine and at Peak Steel. He attended Corpus Christi School in the late 1920s and that school...
  • Cheyenne Wells Man Leaves a Gift to His Parish
    If there was a textbook on the virtue of stewardship, Isidore Gerstner's life could be one of the lessons. Gerstner named Sacred Heart Church in Cheyenne Wells as the beneficiary of a life insurance policy.

Gift Examples

  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
  • 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.
  • 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.
  • 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.
  • Property Turns Into Income
    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.
  • 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.
  • 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.
  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
  • 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.
  • 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.
  • 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.
  • Give it Twice Trust
    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.
  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.