Planned Giving
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Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to their church and other ministries.

  • Marianne Hebert
    Marianne Hebert
    While planning her retirement, Marianne Hebert discovered a way to increase her income while supporting a ministry that has been vital to...
  • A Double Blessing
    A Double Blessing
    Years ago, Dusty Clark was on his way to work when a dump truck ran a red light, collided into him and changed his...
  • Put Your Money to Work Now
    Put Your Money to Work Now
    For over 70 years, the late Virginia Worley received love, friendships, great Bible studies and more from her church, First United Methodist of...
  • Beneficiary Designations
    Beneficiary Designations
    Dianne Wilkinson fell in love with Jesus at a very young age. She grew up worshipping with her family and has...
  • A Simple and Practical Way to Give
    A Simple and Practical Way to Give
    "Making a gift from an insurance policy is simple, and you don't miss the money because you wouldn't get it until you die." These are...
  • Bequests
    For Rob and Pam Fairly, life revolves around family, church, and helping others. Rob is retired...
  • Take Care of your Church
    Take Care of your Church
    It was the early 1970s in Dallas, among 70,000 other kids, Johnny Cash and Rev. Billy Graham, that Rev. Weldon Bares...
  • Charitable Remainder Trusts: Walkin' the Walk
    Charitable Remainder Trusts: Walkin' the Walk
    For years he preached stewardship from the pulpit of United Methodist churches-from Pachuta, Mississippi to Bossier City, Louisiana, and many points in between.
  • Wills and Estate Planning: Don't Wait to Get Your Affairs in Order
    Wills and Estate Planning: Don't Wait to Get Your Affairs in Order
    Why do we procrastinate? For most, preparing an estate plan seems like an enormous task. Some think they do not have enough assets to cause concern.
  • A Double Opportunity
    A Double Opportunity
    It started with salsa.
    Cherí Ben-Iesau was attending First UMC of Baton Rouge one Sunday and purchased some of the Sizzlin' Tail Feathers salsa from the Louisiana Methodist Children's Home display in the gym.
  • The Charitable Gift Annuity: A Great Approach to Giving
    The Charitable Gift Annuity: A Great Approach to Giving
    When Frank Carney and his late wife Carol first learned about charitable gift annuities in their Sunday School class years ago, a seed was planted.
  • The Builder  (CRUT)
    The Builder (CRUT)
    The late John Tyner of Baton Rouge is the epitome of his generation-the builder generation. Like others in this age group born between 1925 and 1944, he's loyal and dependable, has a strong work ethic, and a deep commitment to church and family.
  • "Well done, good and faithful servants." Matthew 25:21
    Married for more than 50 years, Mary and Bill Oglesby did everything together.
  • "Whatever a man sows, this he will also reap."
    The late Baton Rouge dentist Arthur Moles...

Gift Examples

  • 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.
  • 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.
  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
  • 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.
  • 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.
  • Leading for the Future
    Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
  • 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.
  • Give it Twice Trust
    While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.