Donor Stories

Learn more about planned gifts through these
common scenarios.

Please note: The names and details in these stories are representative and are not actual donors to our organization.

Teaching Teens About Community Engagement
Teaching Teens About Community Engagement
In 1990, Velma Lunt Wallace set up an endowment with United Way to honor her late husband, Dwane L. Wallace.
More
Bequests
Bequests
Joe and Anna have been faithful supporters of United Way of the Plains. They believe it is important to help further the organization's mission.
More
Endowment Gift
Endowment Gift
Pat and Shelly were recently married. They wanted to make certain our programs continue even after they are gone.
More
Current Gifts
Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
More
Transferable on Death (TOD) Gifts
Transferable on Death (TOD) Gifts
Harold and Jeanne wanted to leave a legacy gift to United Way of the Plains.
More
Providing for Our Children's Future
Providing for Our Children's Future
Ron and Kathy wanted to continue making annual gifts to United Way of the Plains. Yet at the same time, they were concerned about sacrificing their children's inheritance.
More
Charitable Remainder Trust
Charitable Remainder Trust
Karen and Stephen want to pass their estate to family, but they also have a place in their hearts for giving part of their estate to charity.
More
Using a Beneficiary Designation to Make a Gift to Charity
Using a Beneficiary Designation to Make a Gift to Charity
Joanne and her late husband, Hal, had been long-time supporters of our organization.
More
Tax-Free Sale
Tax-Free Sale
Howard and Lynn were both 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
More
Part Gift and Part Sale
Part Gift and Part Sale
Susan and Kevin bought a vacant lot along the lake many years ago. They had planned to build a second home so that their family can spend their summers by the lake.
More
Gift of a Bank Account When No Longer Needed (POD)
Gift of a Bank Account When No Longer Needed (POD)
Keith has been a faithful supporter of United Way of the Plains and makes regular gifts to support our work.
More
A Bequest to Further Good Work
A Bequest to Further Good Work
Nancy and David were dedicated volunteers. Over the years, they have many individuals helped by the good work of their favorite charity.
More
What Will You Do with Your Unspent Retirement Savings?
What Will You Do with Your Unspent Retirement Savings?
Michael and Kelly are retired engineers with two adult children. They own a home, some stocks, and IRAs.
More
A Bequest to Save Taxes
A Bequest to Save Taxes
Thomas is a widower who has a great love for United Way of the Plains. As an individual who directly benefited from our work, Thomas wants to thank us with a gift from his estate.
More
Bequest of Insurance
Bequest of Insurance
Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
More