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Donor Stories

  • Denny and Jane Hackett - Charitable Remainder Unitrust
    Denny and Jane Hackett
    Charitable Remainder Unitrust
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  • Lois Randle - Charitable Gift Annuity
    Lois Randle
    Charitable Gift Annuity
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  • Dick and Phyllis Tholin - Charitable Gift Annuity
    Dick and Phyllis Tholin
    Charitable Gift Annuity
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  • Ron and Carol Walter - Donor Advised Fund
    Ron and Carol Walter
    Donor Advised Fund
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  • Estate Gift from IRA
    Estate Gift from IRA
    Like local churches and other nonprofits, The United Methodist Foundation encourages its donors...
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  • Lives of Service and Legacy Gifts
    Lives of Service and Legacy Gifts
    John and Robbie Mink’s passion for the mission of Rosecrance spanned more than four decades.
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  • Peace & Justice Advocates
    Peace & Justice Advocates
    Long-time United Methodists Dick and Phyllis Tholin are busy living their legacy.
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Gift Examples

  • Bequests
    Joe 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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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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  • Tax-Free Sale
    Howard 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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  • 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.
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  • Endowment Gift
    Pat and Shelly were recently married. They had both been dedicated volunteers at their favorite charity for many years.
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  • 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.
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  • 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.
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  • 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.
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  • 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.
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  • 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.
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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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  • 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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  • 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.
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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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  • 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.
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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.
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  • 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.
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  • 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.
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  • 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.
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  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their childrens' future.
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