Donor Stories & SOLUTIONS

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

A Bequest to Further Good Work Stories
A Bequest to Further Good Work Stories
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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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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Reduce Your Taxes with an IRA Rollover Gift
Reduce Your Taxes with an IRA Rollover Gift
Margaret was a retired librarian. She volunteered at her favorite charity several times a week and also made several donations to the charity each year.
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Using Blended Gifts to Reach Your Charitable Giving Goals
Using Blended Gifts to Reach Your Charitable Giving Goals
Jay and his wife Amy wanted to support our organization with a significant gift of $100,000. They wanted to spread this gift out over several years but also wanted to make a gift of $25,000 this year.
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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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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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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 California Trout and makes regular gifts to support our work.
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Transferable on Death (TOD) Legacy Gifts
Transferable on Death (TOD) Legacy Gifts
Harold and Jeanne married after meeting at an event California Trout held for our donors. They wanted to leave a legacy gift...
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