Planned Giving
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Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.

NDCF Donor Stories

  • Ishmael & Rose Diede – Giving Back to Their Communities Through a Bequest
    Ishmael & Rose Diede – Giving Back to Their Communities Through a Bequest
    Ishmael Diede was a local community photographer in Mott, North Dakota. Both he and his wife, Rose, graduated from Hebron High School in 1939. They were married in 1942, and together they operated their own photo studio in Mott for 38 years, providing services to a wide area of southwestern North Dakota. Learn more about their gift to the communities in this part of the state...
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  • Donating a Pickup Truck and Receiving a Tax Credit
    Donating a Pickup Truck and Receiving a Tax Credit
    One farm couple from Stanley had a fully depreciated Ford F350 truck that they wanted to replace. If they had sold the vehicle, they would have paid capital gains tax on the sale price. Instead, they donated the truck to the North Dakota Community Foundation. Learn more about how this benefitted them AND their community...
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  • A Gift That Lasts Forever – Giving to Endowment
    A Gift That Lasts Forever – Giving to Endowment
    Susanne Delaney Mattheis moved to Bismarck in 1975 and was an ardent supporter of many civic and charitable organizations. She wanted to provide resources to these entities after she was gone. Learn how her Special Purpose Fund at NDCF helped her craft a legacy...
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  • Stable Income AND a Charitable Gift - Charitable Remainder Unitrust
    Stable Income AND a Charitable Gift - Charitable Remainder Unitrust
    Mary "May" Singh lived in Hazen, North Dakota for many years. After her husband died, May established a Charitable Remainder Uni-trust at the North Dakota Community Foundation to provide stable income to her and to provide a gift when she was gone. Learn more about how this worked for May and what organizations she chose to support...
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  • Including Your Heirs AND Your Favorite Charities In Your Will
    Including Your Heirs AND Your Favorite Charities In Your Will
    T. A. and Anna Solheim lived in Minot for most of their lives. Ted was one of the founding board members of the North Dakota Community Foundation and believed strongly in keeping charitable money in the state to continue to grow our communities and support our local non-profits. Learn how he and Anna made sure their children AND their favorite charities were supported...
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  • A Delayed Gift of Land – the Sig Jagielski Trust
    A Delayed Gift of Land – the Sig Jagielski Trust
    Sig Jagielski wanted to take care of her sister and her children when he passed, but also wanted to leave a gift to the Grafton community. Find out the unique structure he used to accomplish his goals...
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  • YOU Decide How Much to Give - Bequest
    YOU Decide How Much to Give - Bequest
    Andrew Axtman lived his whole life in Rugby, North Dakota, farming on the family's homestead south of town. He worked hard and was very philanthropic, sharing what he had with the community he loved so much. He wanted Rugby to be prosperous and he wanted to help local charities. His final gift will benefit residents of his hometown forever. Learn more about Andrew's gift...
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  • Donating Mineral Acres
    Donating Mineral Acres
    Fern Christenson was a bachelor farmer in western North Dakota. He had several very small (less than five acres each) mineral acres that he had bought in the 1950s that were a part of his estate when he passed. Fern also had 36 nieces and nephews. Learn more about what they did with his gift...
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  • Charitable Remainder Uni-Trust:  Tax Benefits and Long-Term Income Wrapped Up in a Charitable Gift
    Charitable Remainder Uni-Trust: Tax Benefits and Long-Term Income Wrapped Up in a Charitable Gift
    Michael and Kathy Schneider have lived in Bismarck since 1998, Valley City before that, and love giving back to their community.
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Other Example Donor Stories

  • Bequests
    Bequests
    Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
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  • Using a Beneficiary Designation to Make a Gift to Charity
    Using a Beneficiary Designation to Make a Gift to Charity
    Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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  • Fixed Income for Retirement
    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
    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
    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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  • Peace of Mind Gift Annuity
    Peace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
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  • Endowment Gift
    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
    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
    The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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  • Property Turns Into Income
    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
    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
    Part Gift and Part Sale
    Susan and Kevin bought a vacant lot along Lake Michigan 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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  • Current Gifts
    Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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  • Gift of a Bank Account When No Longer Needed (POD)
    Gift of a Bank Account When No Longer Needed (POD)
    Keith has been a faithful supporter of North Dakota Community Foundation and makes regular gifts to support our work.
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  • Transferable on Death (TOD) Gifts
    Transferable on Death (TOD) Gifts
    Harold and Jeanne married after meeting at an event North Dakota Community Foundation held for our donors. They wanted to leave a legacy gift...
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  • A Bequest to Further Good Work
    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
    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?
    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
    Gift Annuity for Real Estate
    Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
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  • A Bequest to Save Taxes
    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 our work, Thomas wanted to thank us with a gift from his estate.
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  • Leading for the Future
    Leading for the Future
    Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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  • Give it Twice Trust
    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
    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
    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!
    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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