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The Charitable Remainder Unitrust
Walter and his wife Elise had lived frugally throughout their lifetime and had invested regularly. He was quite shocked at how much his stock mutual fund had appreciated in value. More on The Charitable Remainder Unitrust >>.
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Life Estate with a Church and Donor
Maude had lived her whole life in a small home right across the street from First Methodist Church. This was great on Sundays as she just walked across the street to attend church. More on Life Estate with a Church and Donor >>.
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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.