Campus Photos by
Joel Zwick
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Profile of a Charitable Remainder Trust
When Chris Audette retired from San Diego State University in 2001, she left with a real bang and not a whimper. On that day, Chris and her husband, Hans, signed a Charitable Remainder Unitrust (CRT) funded with rental property they had owned for years. More on Profile of a Charitable Remainder Trust >>.
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Charitable Gift of Real Estate Is a Win-Win
Bruce and Pat Warnke Fischer (class of 1950) owned three apartment buildings in Ocean Beach. The units were especially well-maintained and also highly appreciated in value by the time the Fischer's decided they wanted to retire from being landlords. More on Charitable Gift of Real Estate Is a Win-Win >>.
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Betty & John Wills use Gift Annuities to Fund Endowment
Betty and John Wills have established yet another Gift Annuity to benefit their endowment fund Applied Science and San Diego State University. They initially planned to do one for $50,000, but decided to "up the ante" to $100,000, funding the annuity with appreciated stock - including one hard-to-trade Australian bank stock. More on Betty & John Wills use Gift Annuities to Fund Endowment >>.
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Dr. Norm and Mary Dessel - Tax Free Sale
After Dr. Norm Dessel retired from SDSU as a physics professor, he and his wife Mary built their "dream vacation home" in Julian in the late 80s, high on a mountain with a 330 degree view from the Salton Sea to the ocean. More on Dr. Norm and Mary Dessel - Tax Free Sale >>.
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The Retirement Unitrust
Mary Donnelly grew up on a small ranch. When her parents passed away, she inherited the ranch. When Mary was growing up, the ranch was way out in the country. The city has grown so much that the ranch is now located in neighboring East County. Several developers would like to subdivide and build homes on the ranch. 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 putting in the yard, painting and fixing up the home, Jim was impressed with the home improvement store. It was part of a large chain, but the staff was very friendly and helpful. As one of their first investments, Sue and Jim decided to buy stock in that 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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Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with San Diego State University. More on Easy IRA Gift >>.
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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, San Diego State University 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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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, Claire 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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*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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