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Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving. Some of these stories are very similar to gifts given to the Catholic Foundation of Eastern Montana. Others are illustrative stories of gifts that may be made to our organization. We thank our donors who allow us to share their stories so that others may be inspired to support our mission for the future of the Catholic Church.

  • Bequests (Gifts through a Will)
    Joe and Anna have been faithful supporters of the Catholic Foundation of Eastern Montana. They love their faith and believe it is important to help further the mission of the Church forever!
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  • Using a Beneficiary Designation to Make a Gift to Charity
    Joanne and her late husband Bob had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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  • Fixed Income for Retirement
    After working for decades as a doctor 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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  • Peace of Mind Gift Annuity
    Many years ago, Elizabeth bought a home. Since she was very pleased with her home, she even bought stock in the company that built it.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited it.
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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 husband passed away, Miranda found it increasingly difficult to care for her property.
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  • Flexible Deferred Gift Annuity
    John is a 54-year-old executive at a large 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 (Bargain Sale)
    Susan and Kevin bought acreage in the Paradise Valley many years ago. They had planned to build a second home so that their family could spend their summers along the river and near Yellowstone National Park.
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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.
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  • Transferable on Death (TOD) Gifts
    Harold and Jeanne married after meeting at Church several years ago. They wanted to leave a legacy gift...
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  • Deferred Gift Annuity
    Several years ago, Peter and Catherine invested $10,000 in what they believed to be an attractive stock.
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  • What Will You Do with Your Unspent Retirement Savings?
    Michael and Alice were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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  • Gift Annuity for Real Estate
    William purchased his home many years ago for $80,000. The home is now worth $420,000. he wants to sell his home and buy a smaller home for $130,000.
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  • A Bequest (gift through will) to Save Taxes
    Thomas was a widower who had a great love for the Catholic Church and wanted to leave a legacy for the Church's future, by building priestly vocations. He thought the best way to do this was to create a gift in his estate that would build the Seminarian Education Endowment.
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  • Leading for the Future
    Luke and Cynthia spent many years raising their children in the Church. They wanted to give back in a way that would help fulfill the Church's mission.
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  • "Give it Twice" Trust
    While visiting a planned giving website, June came across the idea of a give it twice trust. She contacted us for more information.
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