 |
Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
|
 |
Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
|
 |
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 >>.
|
 |
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 >>.
|
 |
Local United Way Testimonial
Hi. I'm Jeffrey Janis, Director, Major Gifts for United Way of Greater Los Angeles. When I first began working for United Way over 2 years ago, I was not only responsible for major gifts but planned gifts as well. More on Local United Way Testimonial >>.
|
 |
The Retirement Unitrust
Mary 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 >>.
|
 |
Part Gift and Part Sale
Arcelia and Jorge bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jorge 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 United Way. More on Easy IRA Gift >>.
|
 |
Bequests
Joe and Anna have been faithful supporters of the United Way. They believe it is important to support and encourage the United Way mission. More on Bequests >>.
|
 |
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 >>.
|
 |
Tax-Free Sale
Peter and Sue Lee 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 >>.
|
 |
A Bequest to Save Taxes
Beatrice was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Beatrice wanted to thank us with a gift from her estate. More on A Bequest to Save Taxes >>.
|
 |
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 >>.
|
 |
Leading for the Future
Luke and Candice Waters spent many years volunteering and supporting United Way. They wanted to give back in a way that would help our organization fulfill its mission. More on Leading for the Future >>.
|
*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.
