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New Parish Endowment Established
The charitable remainder trust that J. William DePoy established in 1991 has matured and created a permanent endowment fund in his name.
More on New Parish Endowment Established >>.
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A House for God
Former music director Baron Smith (in portrait) and his wife Ruth made a gift of their home to Epiphany, San Carlos. More on A House for God >>.
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New Endowment Fund
Bishop Marc recently joined True Sunshine rector The Rev. Franco Kwan in thanking Dr. Raymond and Lucille Lee for establishing an endowment fund at the diocese to benefit their parish. More on New Endowment Fund >>.
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Turning Real Estate into Trouble-Free Income
After Arden and I retired from teaching in the Oakland schools and were thinking about moving into St. Paul's Towers, we researched the best way to convert our rental real estate into dependable income. More on Turning Real Estate into Trouble-Free Income >>.
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It Just Makes Good Sense
"Can I get a gift annuity from you to support my parish?" That's what I wanted to know when I called the Diocese Gift Planning Office. More on It Just Makes Good Sense >>.
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Gift Annuities are the Greatest!
"A gift annuity is the best way to give," Mike exclaimed. "You get great income plus a good tax deduction." More on Gift Annuities are the Greatest! >>.
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An Annuity Gift for Episcopal Charities
Episcopal Charities recently received a gift of $35,000 from the late Susan Crosier. The gift came as a result of gift annuity that Susan had taken out and that paid her income for her lifetime. More on An Annuity Gift for Episcopal Charities >>.
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It Does Good in Every Direction
When I looked ahead, I was looking for a way to ensure that Charlaine would have adequate income in the years that lie ahead. We also hoped that we could further help Church of Our Saviour. More on It Does Good in Every Direction >>.
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A Caretaker of Funds for Christ
My uncle had a profound influence on my life. When he died, he passed on to my aunt an inheritance part of which has now come down to me. The gift that I want to make is simply a tithe on what I have received. More on A Caretaker of Funds for Christ >>.
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Benefits From David Owlett's Annuity
The gift annuity that provided Good Shepherd, Belmont member David Owlett with income during his lifetime, now at his death has resulted in a generous gift to both his parish and Episcopal Charities. More on Benefits From David Owlett's 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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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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Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Episcopal Diocese of California. More on Easy IRA Gift >>.
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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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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Episcopal Diocese of California 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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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 >>.
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Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
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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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Bequests
Joe and Anna have been faithful supporters of Episcopal Diocese of California. They believe it is important to support and encourage their mission. More on Bequests >>.
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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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* 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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