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Seed Business Owners Sow Charitable Seeds
Cheryl Keithly of Yuma, Arizona, says she'll always remember one particular day in 1970 after her husband, Kelly, graduated from college. It was a time of financial struggles, and Cheryl was pregnant with their second child. More on Seed Business Owners Sow Charitable Seeds >>.
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It Was a God-Thing!
When a woman I met at a past LWML convention asked me to contact her about doing some charitable planning, I did what I normally do-called later and made the appointment. More on It Was a God-Thing! >>.
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Working Smarter in Difficult Times
Remember the days when you could get double digit returns? Gone, gone, gone . . . maybe to never appear again. But wait! There may be an attractive charitable alternative. It's called a charitable gift annuity. More on Working Smarter in Difficult Times >>.
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A New Plan
It just so happened that Elaine Stier heard my talk about charitable planning at the LWML Minnesota North Convention, and it just so happened that I was at my booth when she walked by, and it just so happened that she wanted to learn more. More on A New Plan >>.
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Blessed to Be A Blessing
Grandparents realize how quickly little ones grow into their teen years. Then their time with Grandma and Grandpa comes at a premium. Those of you who are grandparents have learned a lot about child care along the way and finally have some extra hours and much love to give to those great bundles of energy. More on Blessed to Be A Blessing >>.
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A Lutheran Woman on a Mission
From the clothes she wears to the purple umbrella she carries to her license plate holder that marks her as a Lutheran Woman on a Mission, Marguerite Christman of Oklahoma City personifies LWML. More on A Lutheran Woman on a Mission >>.
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Multiplying Their Talents
George and Ann Yanda know fully well how much God has blessed them through the years. For starters, they have had over 50 years of a wonderful marriage that produced three healthy children. More on Multiplying Their Talents >>.
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Have Information, Will Travel!
That could well have been Sandi Michaelis' motto during her 42-year career with the Social Security Administration. More on Have Information, Will Travel! >>.
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LWML PRESIDENTS LEARN ABOUT GIFT ANNUITIES
Like most District presidents, LWML national presidents give 110% to their positions. So it must be a tremendous relief to shed the responsibilities of leadership after four years of being "on the run." More on LWML PRESIDENTS LEARN ABOUT GIFT ANNUITIES >>.
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The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
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Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with LWML. More on Easy IRA Gift >>.
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A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. Tom's wife had benefited greatly from her participation in LWML, so he wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.
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Leading for the Future
Luke and Candice Waters spent many years volunteering and supporting LWML Gift Planning Services. They wanted to give back in a way that would help our organization fulfill its mission. More on Leading for the Future >>.
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Generous IRA Gift
Judy volunteers for a number of charities in her community. Recently, LWML shared an opportunity to join in a new program with a positive impact. Judy was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.
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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 to $118,000. More on Flexible Deferred Gift Annuity >>.
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Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
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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. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.
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Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
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A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.
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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, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.
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Major IRA Gift
Bonnie is a retired CPA. With good investments, her IRA had grown to become over 80% of her total estate. Bonnie was looking for a way to rebalance her estate. She wanted to make a major gift to charity, but needed to protect her home and personal savings. More on Major IRA Gift >>.
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Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.
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Bequests
Joe and Anna have been faithful supporters of LWML. They believe it is important to support and encourage their mission. More on Bequests >>.
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Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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Property Turns Into Income
Miranda Jackson lived in the family home where she and her husband had raised their three children. After her husband passed away, Miranda found it increasingly difficult to care for her property. More on Property Turns Into Income >>.
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Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
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* These donor stories are for illustrative purposes. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of the actual donors who were involved in either the cases or a combination of cases.
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