Donor Stories
Hear the stories of friends who have made an impact through their acts of giving to our organization.
Gifts made from your estate by will, trust or beneficiary designation
Bequest
Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
Using a Beneficiary Designation to Make a Gift
Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged her to update her estate plan.
Transferable on Death (TOD) Gifts
Harold and Jeanne married after meeting at an event Rockbridge Area Health Center held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.
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 nonprofit organization. They wanted to create a legacy to provide future resources to continue its mission.
Bequest of Insurance
Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future. As the children grew up, married, found good jobs and accumulated significant assets, the insurance was no longer needed for its original purpose.
A Bequest to Save Taxes
Thomas 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.
Reduce Your Taxes with an IRA Charitable Rollover Gift
Margaret was a retired librarian. She volunteered at her favorite nonprofit several times a week and also made several donations each year. Margaret saw that her taxes were increasing and wondered how she could continue to do extra things like make charitable gifts with lower income.
Endowment Gift
Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite nonprofit for many years. They wanted to make certain the organization's programs continued even after they were gone.
An Easy Way to Help Our Work with Your IRA
Daniel was a retired businessman who volunteered for our organization. When we decided to add a new program, he was excited to help in a significant way.
Gifts that provide you and your loved ones with income and tax benefits
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. Last year, Jim and Sharon made an addition to their list and began including their favorite charity.
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. They met with their financial advisor to discuss a plan to provide for their family and for some of their favorite nonprofit organizations.
IRA Rollover: A Gift with Substantial Benefits
Mark was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts to his favorite nonprofit organization several times in recent years.
