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A Valentine’s Day Surprise
Honor and Memorial Gifts
David and Bonnie’s unique gift — a charitable remainder trust — will provide her parents with a lifetime income to supplement their fading retirement funds.
Valentine's Day is for sweethearts and normally one lover surprises the other. David and Bonnie had been exchanging Valentine surprises throughout their 20-year marriage. Both had successful careers, David as a commodities broker and Bonnie as a pediatrician.
Her parents, Mr. and Mrs. Swanson, had skimped and sacrificed to help Bonnie get through medical school. Now they lived a simple life, and Bonnie and David were always there to help when necessary. Mr. and Mrs. Swanson had never traveled much, but they hoped that some day they would be able to go to Hawaii.
David and Bonnie realized that Mr. and Mrs. Swanson’s 50th wedding anniversary was quickly approaching. This year, instead of surprising one another with gifts, David and Bonnie decided to surprise Bonnie’s parents with their dream vacation.
They spoke with their advisor and she suggested an even more meaningful and long-term gift for Bonnie’s parents — a charitable remainder trust providing them with a lifetime income to supplement their fading retirement funds.
When Mr. and Mrs. Swanson arrived in Hanalei on the island of Kauai, so did Dave and Bonnie. They presented a lasting gift that benefited both the Swansons and the Episcopal Relief & Development organization. They all agreed it was truly a wonderful Valentine's Day — and one they would never forget.
Contact us today to find out how you can develop a charitable remainder trust.
