Planned Giving & Estate Planning
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Donor Stories

  • Couple Includes SOMO Endowment Fund in Their WillCouple Includes SOMO Endowment Fund in Their Will
    Phil and Nan have been faithful supporters of Special Olympics Missouri, and they want to include the SOMO Endowment Fund in their wills. So they made a pledge to make a more meaningful legacy. They even used the simple bequest language that the SOMO Endowment Fund gave them. See how easy it was for them.
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  • Life Insurance Policy Makes A Legacy GiftLife Insurance Policy Makes A Legacy Gift
    Frank O'Malley has long known the value that Special Olympics Missouri (SOMO) brings to families with mentally disabled persons.
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  • Family Property Sale Makes Great Gift to SOMO Endowment FundFamily Property Sale Makes Great Gift to SOMO Endowment Fund
    Tom and Carol McCoy were age 55 when they purchased some development land outside of town. They have owned the property for 10 years and now would like to sell. When they learned that they could avoid capital gains tax when they sold the land by setting up a charitable trust that would give them income during their lifetime, they decided this was the best way to help Special Olympics and provide for their own future.
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  • Missouri Grandmother Invests in Special Olympics Young AthletesMissouri Grandmother Invests in Special Olympics Young Athletes
    Irene Taylor is a Show-Me-State grandmother whose friend took her to a Special Olympics event for young athletes. Irene felt compelled to help, and learned that a gift annuity through SOMO Endowment Fund would provide her with lifetime income and a tax deduction. Upon hearing this, Irene decided to use a lackluster certificate of deposit to help these smiling young athletes have a brighter future.
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  • Widow Puts Her Stock in SOMO Endowment FundWidow Puts Her Stock in SOMO Endowment Fund
    Many years ago, Roberta bought stock in the company that built her home. Over the years, the stock has increased in value many times, but now it is volatile, so she decided to sell the stock. She contacted the SOMO Endowment Fund because she wanted to make a charitable donation to offset the capital gains tax. SEF told her about a way to transfer the stock to charity and get a healthy 7% return on her investment and save taxes.
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  • Fireman Supports SOMO Endowment Fund With IRA Rollover GiftFireman Supports SOMO Endowment Fund With IRA Rollover Gift
    Jerry is a fireman who volunteers for Special Olympics Missouri. Recently, SOMO Endowment Fund 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.
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