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Leave a Legacy With a Bequest
Frank, 92, had been giving $20 a year for many years to the AARP Foundation. As a member, he used the AARP Legal Services to draw up his last Will and Testament. More on Leave a Legacy With a Bequest >>.
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Charitable Gift Annuity
Mary, now 86, lost her husband 4 years ago after 60 years of marriage. She lives in a small, lovely home in a private setting. Mary does all the gardening herself and it is spotted with flowers on all sides. More on Charitable Gift Annuity >>.
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Real Estate for a CGA
Lee, age 75, owned a beach community rental property with a fair market value of $800,000 subject to a $200,000 mortgage. Rental income was well below the market but she preferred a stable income rather than risking vacancies. More on Real Estate for a CGA >>.
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Charitable Gift Annuity
James, 83, was a prolific painter for most of his life, using only a palette in his craft. He is blind now due to macular degeneration and cannot pursue his passion. More on Charitable Gift Annuity >>.
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Sid and Betty Garvais
Betty and Sid Garvais met in 1950 while singing in a community chorus, The Collegiate Chorale, in New York City. A love of music brought them together. Betty and Sid were the 8th couple from this singing group of 180 voices to be wed. More on Sid and Betty Garvais >>.
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Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
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Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
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Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
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The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
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Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
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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. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.
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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, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.
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Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.
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Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.
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Bequests
Joe and Anna have been faithful supporters of the AARP Foundation. They believe it is important to support and encourage the AARP Foundation mission. More on Bequests >>.
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*These donor stories are for illustrative purposes. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of the actual donors who were involved in either the cases or the combination of cases.
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