Bob & Mary
Bob & Mary — A Charitable Gift Annuity that Works for Everyone
Planning ahead led Bob & Mary to a Charitable Gift Annuity: dependable lifetime income, a useful tax deduction, and a larger gift to ORG_SHORT_NAME than they could make outright.
Justin
Justin — Turning Unneeded Life Insurance into Impact
With kids grown and finances stable, Justin donated unneeded life insurance policies, unlocking a deduction and meaningful support for the mission.
Kurt
Kurt — A Simple Codicil, a Lasting Tribute
Kurt honored his late wife’s passion by adding ORG_SHORT_NAME to his will through a quick codicil—no full rewrite required.
Tom & Wilma
Tom & Wilma — A Smart Use of Retirement Accounts
Designating ORG_SHORT_NAME as the beneficiary of remaining retirement plan balances avoided double tax and preserved other assets for their children.
