Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
Using a Beneficiary Designation to Make a Gift to Charity
Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
Fixed Income for Retirement
After working for decades as a pediatrician in a small town, Patricia is ready to retire.
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 and built a sizable portfolio.
Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
Transferable on Death (TOD) Gifts
Harold and Jeanne married after meeting at an event Lowell Observatory Foundation held for our donors. They wanted to leave a legacy gift...
Gift Annuity for Real Estate
Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
Deferred Gift Annuity
Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
What Will You Do with Your Unspent Retirement Savings?
Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.