Planned Giving
Donor Stories
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The Importance of LegacyPlanned giving is a great way to leave a legacy of hope and transformation.
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Making a Long-Term Difference Through Planned GivingLocal philanthropists, Dave and Carolyn Spainhour first became interested in the Santa Barbara Rescue Mission when, they recall, "the director visited area...
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Jim AppelI settled my parents' estate in 2012, and I realized the importance of estate planning. I sought out a couple of trusted men...
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Dorothy SchueleDorothy Schuele has been a friend of the Santa Barbara Rescue Mission for many years. She serves on our board and is committed to the work...
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Memo to My Loved Ones by John WattsThe Apostle Paul was often very direct with Timothy. In his first letter he said in part, "If anyone does not provide for his relatives and especially for his immediate family...
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Planned Giving Q & A with Jean SvobodaYou can transform lives and far beyond through your Planned Giving!
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Making a Lasting Difference WITH LONG-TERM SUPPORTGeorge and Marlene Riemer are ensuring help and hope today and for the future at the Santa Barbara Rescue Mission!
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Gift Examples
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BequestsJoe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
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Tax-Free SaleHoward and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
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Capital Gains Tax BypassedPeter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
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Sale and UnitrustGene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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The Retirement UnitrustMary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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Property Turns Into IncomeMiranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
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Part Gift and Part SaleSusan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
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Current GiftsAs is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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A Bequest to Further Good WorkNancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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What Will You Do with Your Unspent Retirement Savings?Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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Gift Annuity for Real EstateJonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
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A Bequest to Save TaxesThomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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Leading for the FutureLuke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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Give it Twice TrustWhile visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
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Providing for Our Children's FutureJoe and Kathy worked for many years building their nest egg for retirement.
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