Leave a Lasting Legacy

With gift planning, you can meet your personal financial goals while supporting the causes you care about through the South Dakota Community Foundation.

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Gift Planning

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Donor Stories

SDCF Donor Stories

SDCF Donor Stories

  • Charles & Lois Ann Rose [Donor Advised Fund / Scholarship Fund / Bequest]
    Charles and Lois Ann Rose are native South Dakotans. Charles came from a Meade County farm/ ranch near Sturgis and Lois was...
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  • Larry Owen [Charitable Remainder Trust]
    The best way to describe Larry Owen's involvement as a founding member of the South Dakota Community Foundation (SDCF) is to understand his long held friendship with and respect for...
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  • Mansour Karim [Endowment]
    Mansour Karim immigrated to the United States from Iran in 1950 at age 22 with just $27 in his pocket. In 2018, Karim, who passed away in 2019, celebrated his 90th birthday in...
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  • Phyllis Hanse – Endowment / Bequest
    Phyllis Hanse was a beloved member of Webster, South Dakota and taught piano lessons there for many years. She passed away in 2016, leaving a legacy of generosity for the Webster...
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  • Craig Matthesen – Endowment / Bequest
    Craig Matthesen was the definition of a small town businessman. He prided himself on providing local service to the Huron community for decades as the owner of Freeze Frame...
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  • A former resident of Webster, South Dakota
    My father died when I was only 15 years old and college seemed like an unattainable goal. With no family financial assistance available, I worked throughout high school and was able...
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  • Vern Jones – Charitable Remainder Trust
    Vern Jones was a farmer and rancher for 63 years - ever since he was six years old. He had a love of the land but knew when...
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  • Jeff & Linda Erickson – Donor Advised Fund
    In both family and career, Jeff and Linda Erickson's life together may best be described in the words of Henry David Thoreau "Success...
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Gift Examples

  • Bequests
    Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
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  • Tax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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  • Peace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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  • Flexible Deferred Gift Annuity
    Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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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.
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  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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  • Deferred Gift Annuity
    Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
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  • Gift Annuity for Real Estate
    Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
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  • Leading for the Future
    Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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  • Give it Twice Trust
    While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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