Serving Bucks, Chester, Delaware, Montgomery and Philadelphia counties in Pennsylvania, the State of Delaware and Southern New Jersey.


Planned Gift Descriptions

Estate Planning Advantages...

Did you know that...

  • You can increase your giving impact by using appreciated securities for your gift instead of cash
  • You can help strengthen your charity's future without any effect on your assets during lifetime
  • You can donate real estate, business interests, rare books, collectibles, and artworks to a charity and receive a charitable deduction for their appraised market value
  • Uou can turn surplus life insurance coverage into a charitable gift or create an endowment from your income rather than principal
  • Life-income gifts offer one of the most significant tax benefits that the IRS still provides to individuals?

Ways to Give

Bequests
Appreciated Assets
Life Insurance
Gifts That Pay You Back