Ways of Giving

There are many ways to make a gift to The Phelps School.
If your goal is to…
make a quick and easy gift.
Then you can…
write a check or click the button on the right.
And your benefits will be…
an income tax deduction and an immediate impact on The Phelps School.
If your goal is to…
secure a fixed income while avoiding market risks.
Then you can…
establish a charitable gift annuity.
And your benefits will be…
tax benefits and often a higher rate of return than from existing assets.
If your goal is to… 
defer a gift until after your lifetime.
Then you can… 
put a bequest in your will (cash, specific property, or a share of the residue).
And your benefits will be…
an estate tax deduction and an ability to keep assets in your name during your lifetime.
If your goal is to…
maximize your heirs’ inheritance while benefiting The Phelps School.
Then you can… 
name The Phelps School as the beneficiary of your retirement plan; leave other assets to family.
And your benefits will be…
reduced estate and income tax for your heirs.
If your goal is to…
avoid tax on capital gains.
Then you can…
give appreciated stock or certain bonds held more than one year to The Phelps School.
And your benefits will be…
an income tax deduction and avoidance of capital gains tax.
If your goal is to… 
share your enjoyment of a collection or other personal item.
Then you can…
donate tangible personal property related to The Phelps School’s mission.
And your benefits will be…
a charitable deduction based on the full market value of the item(s).
If your goal is to…

make a large gift with little cost.

Then you can…
give a life insurance policy you no longer need to The Phelps School.
And your benefits will be…
current and possible future income tax deductions.
If your goal is to…
avoid capital gains tax on the sale of a home or other real estate.
Then you can… 
give all or a percentage of the property to The Phelps School.
And your benefits will be…
an income tax deduction, plus the elimination of capital gains tax.
If your goal is to… 
create a charitable gift while continuing to enjoy your home.
Then you can… 
give all or a percentage of your personal residence or farm to The Phelps School while retaining life use.
And your benefits will be…
a charitable deduction and a reduction in the appraised value of your estate.
If your goal is to… 
create a hedge against inflation over the long term.
Then you can… 
establish a charitable remainder unitrust.
And your benefits will be…
a variable income stream for life and tax benefits.
If your goal is to… 
reduce gift and estate taxes on assets you pass to your children and grandchildren.
Then you can… 
create a charitable lead trust that pays income to The Phelps School for a specific term of years.
And your benefits will be…
a gift or estate tax deduction and protection of assets and appreciation for later use by your family.
If your goal is to… 
make a revocable gift during your lifetime.
Then you can… 
name The Phelps School as beneficiary of assets in a living trust.
And your benefits will be…
full control of the trust and its assets for your lifetime.

The official registration and financial information of The Phelps School may be obtained from the Pennsylvania Department of State by calling toll free within Pennsylvania, 1-800-732-0999. Registration does not imply endorsement.

Consult with your financial, tax and legal advisors before making a charitable gift.  The Development Office at The Phelps School can be reached at 610-644-1754.

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