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The Charitable Gift Annuity
Julie and Lonzo had often talked about the value of a college education and their plan to establish a scholarship fund that would allow low-income students to attend college. More on The Charitable Gift Annuity >>.
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A Welcome Gift: A Charitable Bequest
Doris D. Hand established the Clifford Hand Memorial Endowed Scholarship with a generous gift in 1989 and plans to augment it with a bequest in her will. More on A Welcome Gift: A Charitable Bequest >>.
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A Charitable Unitrust
When Charles and Carolyn Bloom met each other in Chemistry Lab of Weber Hall in 1945, it marked the beginning of a lifelong love affair. More on A Charitable Unitrust >>.
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The Best of All Worlds Gift Annuity
Polly Osborne Naylor, a daughter of a Methodist minister, came to the University of the Pacific in 1955 to study music and elementary school teaching. More on The Best of All Worlds Gift Annuity >>.
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Bequests for Scholarships
Joe and Anna have been faithful supporters of the University of the Pacific over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>.
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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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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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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. 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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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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* 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 the combination of cases.
