Gift & Estate Planning Home
CWU Legacy Society
Donor Stories
Wills Presentation
Create Your Plan
Meet the Staff
Finance News
IRA Rollover
Reading Room
Donor eNewsletter


Professional Advisors
Tax News
Calculator
Tax References
Advisor eNewsletter
Donor Stories
Gifts Through Your Will
"It is our responsibility to provide gifts for present and future students in order to preserve a better quality of life for our state and nation. CWU provided an excellent foundation for my growth and success!..." More on Gifts Through Your Will >>.


Gifts of Retirement Assets and Insurance
"Although we are pleased to fund an annual scholarship to help a worthy student today, we wanted to make a more significant gift in the future. Naming the CWU Foundation as beneficiary to a life insurance policy was an easy way to accomplish our goal." More on Gifts of Retirement Assets and Insurance >>.


Gifts That Give You Guaranteed Income for Life
"At our age, it made a lot of sense to create a charitable gift annuity because of the attractive rates. It provides us with a guaranteed income for life and a means to benefit future students and faculty." More on Gifts That Give You Guaranteed Income for Life >>.


Professor Paul E. LeRoy
When emeritus professor of history Paul LeRoy passed away in 2008, CWU lost a favorite retired faculty member and a close friend. He is remembered by former students and colleagues with much fondness. More on Professor Paul E. LeRoy >>.


CWU Scholarships: Creating Opportunities for the next generation
For children in foster care, the future often holds no promise. For the more than half-million foster children, the daily necessities-such as a stable home, school, and family-are the highest priorities. More on CWU Scholarships: Creating Opportunities for the next generation >>.


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 >>.


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 >>.


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 >>.


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 >>.


Easy IRA Gift
Barbara retired after forty years as a teacher. She had been a member of the CWU Alumni Association and had supported the College of Education. More on Easy IRA Gift >>.


Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Central Washington University Foundation 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 >>.


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 >>.


Bequests for Scholarships
Joe and Anna have been faithful supporters of Central Washington University Foundation 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 >>.


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 >>.


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 >>.


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 >>.


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 >>.


* 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.


© Copyright 1999-2010 Crescendo Interactive, Inc.