"HELPING people maximize what the Lord has GIVEN
them to MANAGE."
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Tim & Amy Jenson*
Tim and Amy Jenson both were brought to faith at an early age through baptism. God nurtured their faith over the years. Tim recalls how the pastor who confirmed him told his class, "You can never out give God!" How true those words turned out to be for them. More on Tim & Amy Jenson* >>.
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Melvin & Phyllis*
Ron Smith worked with a retired couple, Melvin and Phyllis, to plan their estate. At the time, Melvin had some health issues and they felt he would die first, so they planned their estate accordingly. But as happens life did not go as planned, and Phyllis passed away before him. More on Melvin & Phyllis* >>.
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Gift Annuity
Throughout his life, Gus Jansen* has been involved with different ministries at the various churches he has attended. Despite having moved all around the country and being a member at a number of churches, he always went back and visited the congregation where he attended as a child in rural Wisconsin. More on Gift Annuity >>.
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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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Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years at Peace Lutheran Church. More on Easy IRA Gift >>.
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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 >>.
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The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited it. When Mary was growing up, the farm was out in the country. The city has grown and 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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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, his church 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 >>.
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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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Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.
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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 >>.
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Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.
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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 their church. They wanted to create a legacy to provide future support to continue its mission. More on A Bequest to Further Good Work >>.
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Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.
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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 >>.
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Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.
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A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for the Lord. As an individual who had directly benefited from Faith Lutheran Church's work, Thomas wanted to thank them with a gift from his estate. More on A Bequest to Save Taxes >>.
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Leading for the Future
Luke and Candice Waters spent many years volunteering and supporting their local church. They wanted to give back in a way that would help the congregation fulfill its mission. More on Leading for the Future >>.
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Bequests
Joe and Anna have been faithful supporters of their local congregation. They believe it is important to support the ministries of the church. More on Bequests >>.
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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 >>.
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* 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.
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