Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.
-
Gift for a Loved One with Special NeedsRichard is a successful business owner. His younger brother, Robert, was born with special needs. For the past 10 years, Richard has supported Robert, including paying the costs for Robert's adult care facility.
More -
Using Blended Gifts to Reach Your Charitable Giving GoalsJay and his wife Amy wanted to support our organization with a significant gift of $100,000. They wanted to spread this gift out over several years but also wanted to make a gift of $25,000 this year.
More -
Avoiding Tax on a Business SaleAlbert was the founder and sole shareholder of a small technology company that he started 30 years ago. At 65 years of age, he began thinking about selling the business.
More -
Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
More -
Bequest of InsuranceMarla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
More -
IRA Rollover: A Gift with Substantial BenefitsMark was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts to his favorite charity several times in recent years.
More -
Providing for Our Children's FutureRon and Kathy worked for many years building their nest egg for retirement.
More -
Give it Twice TrustWhile visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
More -
Leading for the FutureLuke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
More -
A Bequest to Save TaxesThomas 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.
More -
Gift Annuity for Real EstateJonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
More -
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.
More -
Deferred Gift AnnuitySeveral years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
More -
A Bequest to Further Good WorkNancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
More -
Transferable on Death (TOD) GiftsHarold and Jeanne married after meeting at an event The Church of Bethesda-by-the-Sea, Inc. held for our donors. They wanted to leave a legacy gift...
More -
Current GiftsAs is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
More -
Flexible Deferred Gift AnnuityLuis 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 in value.
More -
An Easy Way to Help Our Work with Your IRADaniel 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.
More -
The Retirement UnitrustMary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
More -
Peace of Mind Gift AnnuityMany years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
More -
Capital Gains Tax BypassedPeter and Gail 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 -
Reduce Your Taxes with an IRA Rollover GiftMargaret was a retired librarian. She volunteered at her favorite charity several times a week and also made several donations to the charity each year.
More -
Fixed Income for RetirementAfter working for decades as a pediatrician in a small town, Patricia is ready to retire.
More -
Using a Beneficiary Designation to Make a Gift to CharityJoanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
More -
BequestsJoe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
More -
Thomas G. O'Brien IIII included Bethesda-by-the-Sea as part of my financial legacy because Bethesda has been central to my spiritual life for more than 35 years as a...
More -
Loren F. Cole Jr.The Episcopal religion has been a part of my life for 70 years and I want that relationship to continue through the Cornerstone Society.
More