How Will Your Legacy of Caring Continue?

Support LSS of Northern California in a meaningful way through a planned gift that will leave a legacy to be remembered by future generations.

Planned Giving

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Donor Stories

Donor Stories

Here are examples of how others have created a legacy of caring through their acts of charitable giving to non profit organizations. The names and images are representative of a typical donor and may or may not be an actual story of a donor to LSS of Northern California.

  • Peace of Mind Gift Annuity
    Peace of Mind Gift Annuity
    Frederick Mervin Baker was a man of many interests, including academics, business, faith, family, singing and...
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  • Bequests
    Bequests
    Ruby and Marilyn didn't know each other but they shared a passion for the work of LSS of Northern California, believing...
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  • Current Gifts
    Current Gifts
    As is the case with many individuals and families, there are times each year when individuals, such as Dorothy, or...
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  • Using a Beneficiary Designation to Make a Gift to Charity
    Using a Beneficiary Designation to Make a Gift to Charity
    Deborah Halladay's faith played a central role in her life. She devoted considerable time to her church, first St. Paulus...
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Gift Examples

  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small town, Patricia is ready to retire.
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  • Tax-Free Sale
    Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
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  • Capital Gains Tax Bypassed
    Peter 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.
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  • Endowment Gift
    Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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  • The Retirement Unitrust
    Mary grew up on a ranch. When her parents passed away, she and her husband Bill inherited the ranch.
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  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
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  • Flexible Deferred Gift Annuity
    Luis 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.
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  • Part Gift and Part Sale
    Susan and Kevin bought a vacant lot along Lake Michigan, where they had extended family, many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
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  • Gift of a Bank Account When No Longer Needed (POD)
    Keith is a long-time supporter and has made regular gifts to support the local homeless shelter.
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  • Transferable on Death (TOD) Gifts
    Harold and Jeanne married after meeting at an event LSS of Northern California held for our donors. They wanted to leave a legacy gift...
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  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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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.
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  • 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.
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  • Gift Annuity for Real Estate
    Jonathan purchased his home decades ago for $80,000. The home is now worth $700,000. Jonathan wants to sell his home and buy a condo for $300,000.
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  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from their work, Thomas wanted to thank us with a gift from his estate.
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  • Leading for the Future
    Luke and Cynthia always found time to volunteer and support a few charities and their church. As they began looking at their will and trust...
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  • Give it Twice Trust
    While visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
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  • Providing for Our Children's Future
    Ron and Kathy worked for many years building their nest egg for retirement.
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  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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  • 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.
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