Donor Stories
Learn how others have made a charitable gift that will make an impact for others and have created a legacy for themselves and their families.
The Second Vatican Council teaches that, "The laity should vivify their life with charity and express it as best they can through their works." (Decree on the Apostolate of the Laity, No. 16)
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BequestsJoe and Anna have been faithful steward of their parish. They believe it is important to help sustain the ministries of the parish for generations to come.
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Using a Beneficiary Designation to Make a Gift to CharityJoanne and her late husband Hal had been longtime supporters of many Catholic missions and ministries. Recently, Joanne's children encouraged...
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Fixed Income for RetirementAfter working for decades as a pediatrician in a small town, Patricia is ready to retire.
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Reduce Your Taxes with an IRA Rollover GiftMargaret was a retired librarian. She volunteered at her favorite charity several times a week and also made several donations to the charity each year.
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Tax-Free SaleHoward 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.
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Capital Gains Tax BypassedPeter 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.
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Peace of Mind Gift AnnuityMany years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
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Endowment GiftPat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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Sale and UnitrustGene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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The Retirement Unitrust – Gift of Land ExampleMary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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An Easy Way to Help Our Work with Your IRADaniel was a retired businessman who volunteered at his parish. When the parish decided to add a new outreach program for the poor in his community, he was excited to help in a significant way.
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Property Turns Into IncomeMiranda 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.
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Part Gift and Part SaleSusan and Kevin bought a vacant lot along Lake of the Ozarks many years ago. They had planned to build a second home so that their family could spend their summers at the lake.
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Current GiftsAs is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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Gift Upon Death Without a Will – Payable Upon DeathKeith has been a faithful supporter of a scholarship fund held by the Catholic Foundation, and makes regular gifts to the fund so he can help make an educational impact on a young person’s life.
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Transferable on Death (TOD) GiftsHarold and Jeanne married after meeting at Mass. They wanted to leave a legacy gift...
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A Bequest to Further Good WorkNancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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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.
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A Bequest to Save TaxesThomas was a widower who had a great love for the Church. As an individual who had directly benefited from the work of the Church, Thomas wanted to thank God with a gift from his estate to his parish.
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Leading for the FutureLuke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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Give it Twice TrustWhile visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
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Providing for Our Children's FutureRon and Kathy worked for many years building their nest egg for retirement.
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IRA Rollover: A Gift with Substantial BenefitsMark was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts to his favorite charity several times in recent years.
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Bequest of InsuranceMarla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
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Avoiding Tax on a Business SaleAlbert was the founder and sole shareholder of a small technology company that he started 30 years ago. At 65 years of age, he began thinking about selling the business.
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Using Blended Gifts to Reach Your Charitable Giving GoalsJay and his wife Amy wanted to support a parish capital campaign with a significant gift of $100,000. They wanted to spread this gift out over several years but also wanted to make a gift of $25,000 this year.
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Gifts of Mineral InterestsWalter and May recently retired and moved south to a new retirement community. They still own their 250-acre ranch.
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Gift for a Loved One with Special NeedsRichard 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.
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