Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others.
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Charitable Gift AnnuityPhoebe 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 FoundationRobert 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 LossesHerman 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 BusinessDuke 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 RetirementAfter working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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Staying Focused on the DonorNoel, 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 SaleHoward 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 ChangesJenna moved to Indian Valley ten years ago with her husband Walter following their retirement from a small liberal arts college...
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BequestsJoe 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 UnitrustGene 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 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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Peace of Mind Gift AnnuityMany 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 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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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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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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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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