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Dr. Grant Brees
Ducks Unlimited Benefactor and volunteer Dr. Grant Brees recently joined the Feather Society as a Diamond Feather Sponsor with his generous deferred gift annuity More on Dr. Grant Brees >>.
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Wetlands for Tomorrow
Stephen Coleman of Fort Lauderdale, Florida recently became a Diamond Feather Society member by including Ducks Unlimited in his estate plans. The gift will benefit Merritt Island National Wildlife Refuge. More on Wetlands for Tomorrow >>.
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Another "Feather" for DU's Cap
Ducks Unlimited volunteer and veterinarian Dr. John Cole recently joined the Feather Society as a Diamond Feather Sponsor for his generous planned estate gift. More on Another "Feather" for DU's Cap >>.
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California Home Provides
Have you ever "flipped" a house for a charity? Clyde Jacobs of Davis, California did. And he enjoyed the benefits of no capital gains on his asset, an immediate tax deduction and a steady stream of income prior to his death in 2008. More on California Home Provides >>.
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Pension Protection Act Prompts Donelans' Gift
In August 2006, President George W. Bush signed the Pension Protection Act that allows those who are 70½ or older to make tax-free distributions from their IRAs to qualified charities like Ducks Unlimited. This opportunity was extended on October 3, 2008 for the rest of 2008 and all of 2009. These gifts can be any amount you choose up to $100,000 per year. More on Pension Protection Act Prompts Donelans' Gift >>.
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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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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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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Ducks Unlimited, Inc. shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.
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Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
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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 now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.
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Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Ducks Unlimited, Inc.. More on Easy IRA Gift >>.
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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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Bequests
Joe and Anna have been faithful supporters of Ducks Unlimited, Inc. They believe it is important to support and encourage the Ducks Unlimited's strong commitment to conservation. More on Bequests >>.
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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 following stories about DU supporters and the structured gifts they are using are strictly informational. You should always consult your personal advisors prior to establishing or changing any estate plans. Thanks for your interest in learning more about gift planning and ways you can "Leave a Legacy of Conservation" with Ducks Unlimited.
