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Note: The following stories are not actual cases, but are representative of real planning situations.
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Family and Charitable Planning
I have been a widow for almost 20 years. As I neared my sixtieth birthday, I began to realize that I needed to think more seriously about how I wanted to financially provide for my children after my death. I also wanted to leave a portion of my estate to Christian ministries. More on Family and Charitable Planning >>.
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Bequests
Joe and Anna have been faithful supporters of many Christian Ministries. They believe it is important to support and encourage the mission of these charities. More on Bequests >>.
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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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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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Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Dallas Seminary Foundation. More on Easy 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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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. 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, but now the city has grown so much that the farm is within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
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Legacy Planning
Like many couples in their retirement years, Jim and Mary Lewis have given thought to how the assets they accumulated over their lifetime will eventually be distributed. More on Legacy Planning >>.
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Property Turns Into Income
Miranda Jackson lived in the family home where she and her husband had raised their three children. After her husband passed away, Miranda found it increasingly difficult to care for her property. More on Property Turns Into Income >>.
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Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift 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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A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.
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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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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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Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.
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A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for Dallas Theological Seminary. As an individual who had directly benefited from the graduates of the Seminary, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.
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Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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Leading for the Future
Luke and Candice Waters spent many years volunteering and supporting Dallas Seminary Foundation. They wanted to give back in a way that would help our organization fulfill its mission. More on Leading for the Future >>.
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