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Donor Case Studies

Case studies are a great way to get detailed gift-planning questions answered in the context of how donor dilemmas can be solved and their relationship with their gift officer strengthened in the process.

Samantha, Major Giving Officer, and Board Chair John, are scheduled to meet in early October with Jenny Yates as one of their initial visits to key donors in the quiet phase of a campai More>

Jacqueline was three years into her MGO career when she first met with Denise, an alumnus of the school of engineering, class of ’72. They began building a warm relationship, and Jacqueline considered Denise to be a prospect for a major gift. More>

Judy Johnson and Gloria Swanson have been together for 30 years, and they live on 50 acres of property Judy purchased 17 years ago in the foothills of the Colorado Rockies. More>

As a major gift officer you’ve developed a great relationship with Shirley Knot, a significant donor to your organization. How would you handle this potentially complicated situation that arises with Shirley? More>

A business owner is rightly worried about retirement income, since she won't be receiving a corporate pension or other benefits. How can you help her get retirement security and make a gift to your organization? More>

In 2000, Mr. Dearborn used $1,000,000 to establish a CRAT trust that was to pay him $80,000 annually. It suffered fairly large losses during the ensuing decade, all while continuing to pay out $80,000 per year. What if it's exhausted before the charitable remainder gift can be made? More>

Yuan is a career librarian, now retired. She has always worked hard and lived simply, and has savings of nearly $100,000 as a result. But Yuan has suffered numerous health issues in recent years. More>

Rebecca is a 75-year-old widow who loves attending the opera. She has been a season-ticket holder for years, but is considering dropping her subscription because she is concerned about the cost. More>

Stephen, who recently passed away, had an estate valued at approximately $700,000, with $100,000 of it in an IRA. When he was planning his estate, he knew he wanted to make a significant charitable gift at his death, and leave everything else to his two children.
How did gift planning help Stephen with these two goals? More>

Cynthia and Philip, both retired professors, are married and still in love after all these years. They have a combined wealth of approximately $1 million, and each recieve Social Security and a pension. More>