Planned Giving - Grow Your Legacy
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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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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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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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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 »
*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 the combination of cases.