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After All Is Said And Done, Pay It Forward
I am a St. Alban's parishioner, and Endowment Fund Board Member and Member of the Bishop's Society. I have been asked to write an article about Planned Giving for the Grapevine. More on After All Is Said And Done, Pay It Forward >>.
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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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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 >>.
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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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What do we leave behind?
I am one of those people who didn't think a lot about dying. My parents didn't talk with my brothers or me about many things, including how much money they made, what they planned to do with their estate, or what would happen to us if anything happened to them. More on What do we leave behind? >>.
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A Simple Way to Leave a Legacy Gift Using Tax Deferred Accounts
I started thinking about leaving a Legacy Gift to God through my church when I realized I had left money to Rotary International via a codicil but had not made provisions for my church. More on A Simple Way to Leave a Legacy Gift Using Tax Deferred Accounts >>.
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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 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 >>.
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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Diocese of Olympia 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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Planning As Good Stewardship
In the church, we talk about stewardship because we believe that all that we have, individually and as a community of faith, belongs to God, the creator of all that is good. Thus, whether we are dealing with our own money and property, or that of Christ Church, we act as God's steward. More on Planning As Good Stewardship >>.
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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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Acting on Values
Want to have a way for your great-great-great-great grandchildren to know who you were and what was important to you? More on Acting on Values >>.
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Meet Dick Blount, Bishop's Society Member
I'm Dick Blount and I attend St. Mark's Cathedral. When Sharon Pethers asked if I'd share how Carolyn and I joined the Bishop's Society I thought, "But that portion of our dying has become a non-issue!" Peace of mind, once one has it, can be so taken for granted! More on Meet Dick Blount, Bishop's Society Member >>.
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Thanks Giving
What is the greatest gift you have ever given? If you take the time to think about this question before you answer, your answer may surprise you. But it will probably help you to feel the power of gifting More on Thanks Giving >>.
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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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My Legacy Witness
Hi. My name is Tom Bigelow and I retired from being the Rector of St. Luke's in Renton in 2004. During my last year there we had a blessed event that I want to tell you about. More on My Legacy Witness >>.
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Bequests
Joe and Anna have been faithful members of their church for many years. It is where they worship and pray and find community and support. While they give generously and joyfully to support the church now, they want to provide a legacy gift to fund future mission and ministry from their estate. The most common way to make a legacy gift is to add a bequest to your will. More on Bequests >>.
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Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Diocese of Olympia. More on Easy 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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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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My Legacy Testimonial
St. Peter's Episcopal Church, in the central area of Seattle, was a beacon of light during my childhood and adolescent years. Japanese-American families were returning home and re-establishing themselves after living several years in internment camps. More on My Legacy Testimonial >>.
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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 a combination of cases.
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