Gift Planning
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Donor Stories

Donor Stories

Legacy Society Members shape the future and build for tomorrow. These are stories of donors just like you who have endowed their annual gift so their impact today continues in Central Alabama for the generations to come.

  • Bequests
    Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
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  • Tax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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  • Peace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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  • 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.
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