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Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to their favorite charity and others.

  • Bequests
    Joe and Anna have been faithful supporters of their favorite charity over the years. Both of them strongly believe that it is important to support and encourage their mission.
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  • Tax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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  • Endowment Gift
    Pat and Shelly were recently married. They had both been dedicated volunteers at their favorite charity for many years.
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  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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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.
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  • A Bequest to Further Good Work
    Nancy 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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  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for his favorite charity. As an individual who had directly benefited from their work.
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  • Leading for the Future
    Luke 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 Trust
    While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their childrens' future.
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  • Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
    We have all heard the saying "Have your cake and eat it too." It's something we say when we can have more than one good thing at the same time.
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CONTACT US

Eileen Egan
Associate Director of Development
2432 Main Street, 2nd Floor
Longmont, CO 80501
Phone: (303) 774-7836
Email: eegan@firstnations.org