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Center For Charitable Estate Planning

HELPFUL INFO

Center for Charitable
Estate Planning
1-800-477-4312, Option #3
501-279-4210

E-mail
thackney@harding.edu

Ted Hackney
Director, Center for Charitable Estate Planning

Donald E. Kee
Senior Planned Giving Officer

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Paying It Forward
Account balance: $80. Staring at their dwindling checking account, Jody and Louise Venkatesan found themselves financially drained, unsure where to turn. "We were broke," says Louise. More on Paying It Forward >>.

Helping Students Seek Truth
When two Bible salesmen visited Huntington, W.Va., during the summer of 1949, they had no idea their efforts would come full circle 60 years later. More on Helping Students Seek Truth >>.

Seeking Divine Intervention in Philanthropy
When Topper and Carole Long of Gallatin, Tenn., say their stewardship to Harding is led by God, it is not just a trite statement. Though they did not have the means in 1992 when they met Stefanie. More on Seeking Divine Intervention in Philanthropy >>.

A Family Tradition
Family traditions - customs passed down from generation to generation - include special ways to celebrate and mark achievements, milestones, birthdays and holidays. Linking the past, present and future, they create a sense of belonging and incorporate shared values. More on A Family Tradition >>.

Investing in The Future
"Louie's Kids" could easily be the title of the latest television sitcom or a Saturday morning cartoon show for toddlers. In reality, Louie's kids affectionately refers to a growing group of Harding students benefiting from the foresight and generosity of Pangburn, Ark., farmer Louie Yingling. More on Investing in The Future >>.

Roberta Cohea: A Legacy of Giving
For Roberta Cohea, living life to the fullest meant living modestly so all she left behind could bless someone else. More on Roberta Cohea: A Legacy of Giving >>.

Sacrifice Brings Fulfillment
Dr. Dick Burt Understands these are tough economic times but, like many of his and previous generations, has witnessed worse and in those tough times, his view of stewardship was formed. More on Sacrifice Brings Fulfillment >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Harding University. More on Easy IRA Gift >>.

Leading for the Future
Luke and Candice Waters spent many years volunteering and supporting Harding University. They wanted to give back in a way that would help our organization fulfill its mission. More on Leading for the Future >>.

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 >>.

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 >>.

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 >>.

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 >>.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Harding University 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 >>.

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 >>.

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 >>.

* 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.