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Gift Planning for Her Future - and Ours
Catherine Prato has lived 76 of her 80 years in Walnut Creek, and she has been a donor to the John Muir Health Foundation every year since 1991. In December, 2006, she made a Campaign gift of $25,000. More on Gift Planning for Her Future - and Ours >>.
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Good Deed That Deserved Another (Bequest)
Emma Miller is 92 years young but she still vividly recalls the day 40 years ago when she was rushed by ambulance for cardiac treatment from Pittsburg Hospital to then recently opened John Muir Memorial Hospital. More on Good Deed That Deserved Another (Bequest) >>.
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Win-Win-Win Situations (Charitable Trust)
A memorable Mediterranean cruise was just one of the happy consequences of Allan and Patti Jones' recent decision to make a generous donation of real estate to the John Muir Health Foundation. More on Win-Win-Win Situations (Charitable Trust) >>.
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Acting Locally, Thinking Globally (Bequest)
Alan Smith's* initial intentions were to help change the world. But he's not the sort to take on that lofty task without first doing a fair amount of research and giving it a great deal of thought. More on Acting Locally, Thinking Globally (Bequest) >>.
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Simple Plan, Big Impact (Bequest)
For Pat and Bob Vanderwall, naming John Muir Medical Center in their will was a thoughtful - and logical - decision. More on Simple Plan, Big Impact (Bequest) >>.
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Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
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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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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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Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with John Muir Health Foundation. More on Easy IRA Gift >>.
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The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. 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 landscaping in the yard, painting and fixing up that home, Jim was impressed with the 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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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, John Muir Health Foundation 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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Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
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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.
