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Donor Gift Scenarios

Donor Gift Scenarios

Learn how others have made an impact through their acts of giving to our organization and others.

  • Bequests
    Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
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  • Using a Beneficiary Designation to Make a Gift to Charity
    Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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  • Reduce Your Taxes with an IRA Rollover Gift
    Margaret was a retired librarian. She volunteered at her favorite charity several times a week and also made several donations to the charity each year.
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  • Tax-Free Sale
    Howard 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 Bypassed
    Peter 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 Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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  • An Easy Way to Help Our Work with Your IRA
    Daniel was a retired businessman who volunteered for our organization. When we decided to add a new program, he was excited to help in a significant way.
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  • 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.
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  • Part Gift and Part Sale
    Susan and Kevin bought a vacant lot along Lake Michigan 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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  • Current Gifts
    As 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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  • Gift of a Bank Account When No Longer Needed (POD)
    Keith has been a faithful supporter of Partners in Care Foundation, Inc. and makes regular gifts to support our work.
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  • Transferable on Death (TOD) Gifts
    Harold and Jeanne married after meeting at an event Partners in Care Foundation, Inc. held for our donors. They wanted to leave a legacy gift...
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  • 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.
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  • 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.
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  • 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.
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  • Leading for the Future
    Luke 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 Trust
    While 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 Future
    Ron and Kathy worked for many years building their nest egg for retirement.
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  • IRA Rollover: A Gift with Substantial Benefits
    Mark was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts to his favorite charity several times in recent years.
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  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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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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  • Avoiding Tax on a Business Sale
    Albert was the founder and sole shareholder of a small technology company that he started 30 years ago. At 65 years of age, he began thinking about selling the business.
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  • Using Blended Gifts to Reach Your Charitable Giving Goals
    Jay and his wife Amy wanted to support our organization with a significant gift of $100,000. They wanted to spread this gift out over several years but also wanted to make a gift of $25,000 this year.
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  • Gifts of Mineral Interests
    Walter and May recently retired and moved south to a new retirement community. They still own their 250-acre ranch.
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  • Gift for a Loved One with Special Needs
    Richard is a successful business owner. His younger brother, Robert, was born with special needs. For the past 10 years, Richard has supported Robert, including paying the costs for Robert's adult care facility.
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