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Gifts anyone can afford

Scott Crom

“My legacy gift is part of my will. My assets are to be divided in four equal parts. Each of my children gets one part, and then the fourth part is divided equally among the three educational institutions that have meant the most to me, which includes Pendle Hill.”

Bequests

Pendle Hill exists today because of the hundreds of supporters who remembered Pendle Hill in their wills. A bequest will provide meaningful support to Pendle Hill in the future and ease the burden of estate taxes for your heirs.

Sample language for bequests for Pendle Hill (PDF, 104k)

Naming Pendle Hill as primary, partial, or contingent beneficiary of your retirement plan is a simple, practical gift idea. You avoid the double taxation your retirement savings would face if you designate them to your heirs.

Many people have life insurance policies which are no longer needed for their original purposes. Life insurance policies can be given to Pendle Hill and an income tax deduction can be taken for the cash surrender value. If you irrevocably make Pendle Hill the beneficiary of a new or existing life policy, the annual premiums may also be tax deductible.

A tax deduction for the fair market value of the property is permitted up to 30% of AGI and you will avoid the capital gains tax.

For additional information or to arrange a confidential gift planning consultation, without obligation, contact:

Renetta Holloway, Director for Advancement
610-566-4507 or 800-742-3150 ext. 151
rholloway@pendlehill.org

Plan a Gift

For additional information or to arrange a confidential gift planning consultation, without obligation, contact:

Renetta Holloway,
Director for Advancement
610-566-4507 or 800-742-3150 ext. 151
rholloway@pendlehill.org

Is Pendle Hill in your will and we don’t know it? Please contact us!

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