Fixed Income for Retirement
After working for decades as a pediatrician in a small town, Patricia is ready to retire.
Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
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.
What Will You Do with Your Unspent Retirement Savings?
Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
A Bequest to Save Taxes
Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
Providing for Our Children's Future
Ron and Kathy worked for many years building their nest egg for retirement.
Bequest of Insurance
Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.