You are at: Planned Giving > Gift Options > Donor Stories
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.
More
-
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...
More
-
Fixed Income for Retirement
After working for decades as a pediatrician in a small town, Patricia is ready to retire.
More
-
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.
More
-
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.
More
-
Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
More
-
Endowment Gift
Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
More
-
Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
More
-
Gift of a Bank Account When No Longer Needed (POD)
Keith has been a faithful supporter of Holt International and makes regular gifts to support our work.
More
-
Transferable on Death (TOD) Gifts
Harold and Jeanne married after meeting at an event Holt International held for our donors. They wanted to leave a legacy gift...
More
-
Deferred Gift Annuity
Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
More
-
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.
More
-
Gift Annuity for Real Estate
Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
More
-
Providing for Our Children's Future
Ron and Kathy worked for many years building their nest egg for retirement.
More
-
Bequest of Insurance
Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
More