Donor Stories

Gifts made from your estate by will, trust or beneficiary designation

Bequest

Joe and Anna have been faithful supporters of our organization.

Beneficiary Designation

Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged her to update her estate plan.

Gift of a Bank Account (POD)

Keith is interested in naming Planned Parenthood of the Pacific Southwest as a beneficiary of his estate, but wants to keep the process as simple and inexpensive as possible.

Transferable on Death (TOD) Gifts

Harold and Jeanne married after meeting at an event Planned Parenthood of the Pacific Southwest held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.

Bequest of Insurance

Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future. As the children grew up the insurance was no longer needed for its original purpose.

Gifts that provide you and your loved ones with income and tax benefits

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. While their investments increased substantially in value, their potential capital gains tax bill was rising.

Sale and Unitrust

Gene and Carol 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. This sale would require that Gene and Carol sell their stock, subjecting them to capital gains. Gene and Carol are looking for a way to save taxes.

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.

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. If Jonathan were to sell the home and use his one-time $250,000 home exclusion, he could offset part of the gain but would still have to pay capital gains.

Gifts that support our cause and save you taxes

Reduce Your Taxes with an IRA Charitable Rollover Gift

Margaret was a retired librarian. She volunteered at her favorite nonprofit several times a week and also made several donations each year. Margaret saw that her taxes were increasing and wondered how she could continue to do extra things like make charitable gifts with lower income.

Endowment Gift

Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite nonprofit for many years. They wanted to make certain the organization's programs continued even after they were gone.

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. However, as time went on, Kevin's job kept him in town and the children grew up before Susan and Kevin had the financial resources to build on the land.

Leading for the Future

Luke and Cynthia spent many years volunteering and supporting their favorite nonprofit organization. They wanted to give back in a way that would help fulfill its mission. At the same time, they were looking for a way to care for their family in the future.

Providing for Our Children's Future

Ron and Kathy worked for many years building their nest egg for retirement. While they felt their savings and investments would cover their needs, they wanted to make sure that their three children were provided for in the future.

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.