Wills and Bequests Donor Stories

Joe and Anna have been faithful supporters of The Navigators. They believe it is important to support and encourage their mission. More on Bequests »

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 »

A Bequest to Save Taxes

Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes »

Tax-Free Sale

Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale »

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 »

Easy IRA Gift

Barbara retired after forty years as a teacher. She had volunteered for many years with The Navigators. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift »

Generous IRA Gift

Jerry is a fireman who volunteers for a number of charities in his community. Recently, The Navigators shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift »

Major IRA Gift

Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift »

*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.