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PLANNED GIVING

Giving to Ensure PPABC's Future

Planned giving provides opportunities for you to include PPABC in your estate planning to ensure PPABC's future while deriving tax advantages and/or income during your lifetime.

We offer many planned giving opportunities that help support our future and build our endowment, while providing you substantial tax savings. Please call our Development Office for more information: 215-957-7981.

Bequest: In your will, designate a specific dollar amount, a percentage of your estate, or name Planned Parenthood Association of Bucks County a remainder beneficiary. You will help increase PPABC's endowment for future generations.

Charitable Gift Annuity: Especially for our senior donors, make a gift of at least $10,000 and receive an income tax deduction as well as payments for life, and possibly estate tax and capital gains tax benefits. Call 215-957-7981 and say you are interested in planned giving!

Pooled Income Fund: Your gift to this charitable mutual fund (minimum $5,000) provides up to two beneficiaries with income for life; the principal then reverts to PPABC at their death. You may increase the current yield you now receive from that asset, avoid capital gains, reduce your estate taxes, and also earn a charitable tax deduction.

Charitable Remainder Trust: Create a trust to receive income for life (for up to two beneficiaries) at a fixed percentage, and gain benefits similar to the above.

Life Insurance Policies: Make PPABC the irrevocable owner of a policy you no longer need, or create a new one with us as beneficiary. You can receive a variety of tax benefits and also perhaps make a gift much larger than you realized.

Retirement Plans: Designate PPABC an outright or contingent beneficiary of your retirement plan.

Please consult your own financial advisor, attorney or accountant to discuss advantages specific to your individual situation and personal financial plans. For additional information, please call the Development Director at 215-957-7981.