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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.

Russell and Kathryn are 60 and 59 years old, respectively, and have no children. Russell is a doctor, and Kathryn does not work outside of the home. They are deeply committed to their favorite charity and would like to make a significant gift. More>

See why it is often WAY better for a donor to testamentary gift of a retirement fund as opposed to making a simple bequest. More>

Marianne is a widow in her early 80s. She and her husband Richard both grew up in Seattle, and were married for more than 50 years before Richard passed away. Marianne has no children, and has always assumed that she would divide her estate between her two favorite charities. More>