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Donor Stories These stories are examples for illustration purposes. Please contact your financial advisor or an SEF representative for a personal consultation.
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Tax-Free IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Special Olympics Missouri. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000, so she made the IRA distribution a gift to SOMO. Because she made her distribution to SOMO before the end of the year, it did not generate taxable income for her. More on Tax-Free IRA Gift >>.
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IRA to Testamentary Gift Annuity
Stan and Rita Lawson were updating their wills and wanted to provide income for their daughter and granddaughter and also make a gift to Special Olympics Missouri. A representative from SOMO Endowment Fund explained the benefits of transferring the IRA to a testamentary gift annuity. This would provide a charitable deduction for their estate and immediate income for their daughter with tax benefits, plus a gift to Special Olympics Missouri. More on IRA to Testamentary Gift Annuity >>.
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Life 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. More on Life Insurance Policy Makes A Legacy Gift >>.
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Real Estate Donation to a Charitable Trust
Tom and Carol McCoy 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 Real Estate Donation to a Charitable Trust >>.
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Gift Annuity
Irene is a retired elementary teacher and a fan of Special Olympics Missouri's Young Athletes program. She has been a careful saver for many years, but her investment returns have suffered lately. When she learned that a gift annuity through SOMO Endowment Fund would provide lifetime income and a tax deduction, she was doubly pleased - especially when she thought of our smiling young athletes. More on Gift Annuity >>.
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Stock Transfer Gift Annuity
Many years ago, Roberta bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Stock Transfer Gift Annuity >>.
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Stock Sale and Unitrust
Robert and Mary Lou Adams are just entering their retirement lifestyle, enjoying each season the Midwest presents. They have made some good investments over the years, purchasing stock in a small medical service company several years ago. More on Stock Sale and Unitrust >>.
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The Retirement Unitrust from Property
Joanne Emerson grew up on a farm in another state. When her parents passed away, she inherited the property. When Joanne was growing up, the farm was out in the country. The city 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 from Property >>.
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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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Deferred Gift Annuity
Several years ago Richard and Connie invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later, despite fluctuations in the market. More on Deferred Gift Annuity >>.
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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Special Olympics Missouri 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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Bequests/Wills
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. See how they did it. More on Bequests/Wills >>.
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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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