Welcome to Northeast Arc Planned Giving

Making friends at The Learning Center

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Donor Stories

  • Changing Lives through a Bequest to Northeast Arc
    Changing Lives through a Bequest to Northeast Arc
    For John and Laura Holian, the decision to name Northeast Arc as the remainder beneficiary of their family's estate was a natural...
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  • Darcy Immerman
    Darcy Immerman
    Darcy Immerman, Co-Chair of the Northeast Arc Advisory Board, explains why she made the decision to name Northeast Arc in her will.
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  • A Family Legacy
    A Family Legacy
    The transformative services Northeast Arc provided to Ricky Tremblay meant so much to his sister Elaine that...
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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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  • 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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  • Endowment Gift
    Pat and Shelly were recently married. They had both been dedicated volunteers at their favorite charity for many years.
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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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  • 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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  • 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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  • 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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  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their childrens' future.
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  • Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
    We have all heard the saying "Have your cake and eat it too." It's something we say when we can have more than one good thing at the same time.
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  • A Blended Gift to Reach a Goal
    Jay wanted to support one of our priorities at a significant level–$100,000. However, he was only willing to give $25,000 in cash gifts that year.
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