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Ways to Contribute

How to make a Gift

  • To make a gift through our secure on-line site, click here now.
  • To make a monthly gift via Electronic Funds Transfer (from your bank account), please print this form, fill it out and mail it in along with your voided personal check.
  • To make a gift by telephone, call our toll-free number (US only) 1-800-742-3150, ext. 151, and have your credit card number ready.
  • To make a gift by mail, send your donation to:
    Director for Advancement
    Pendle Hill
    338 Plush Mill Road
    Wallingford, PA 19086
  • To make a gift of securities, or to make further inquiries about supporting Pendle Hill, contact our Development Office at the address or telephone number above, or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .
An outright gift of cash or securities

For gifts of cash, you are entitled to an income tax deduction up to 50% of your Adjusted Gross Income (AGI) with a five-year carry-over for any excess.

For gifts of long-term appreciated securities, you will receive a tax deduction for the year in which the stocks are transferred, the limit is 30% of Adjusted Gross Income, and you will avoid the capital gains tax that would have applied had you sold them.

A charitable transfer of IRA funds (over 70½ years old)

If you are 70½ or older, temporary legislation allows you to make cash gifts totaling up to $100,000 per year from your traditional or Roth IRA to qualified charities like Pendle Hill without incurring income tax on the withdrawal. This is good news for people who want to make a charitable gift during their lifetimes from their retirement assets, but have been discouraged from doing so because of the income tax penalty. The current provision is effective for tax year 2009 only.

A gift of retirement benefits

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

A gift of a new or existing life insurance policy

Many people have life insurance policies that 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.

An outright gift of real estate or other property

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.

A gift of a personal residence or farm with a retained life estate

It is possible to transfer ownership of your personal residence or farm to Pendle Hill while retaining the use of the property during your lifetime. You receive an immediate income tax deduction for a portion of the appraised value of the property.

A gift in your will or living trust

A simple charitable bequest can provide very meaningful support to our mission as well as reduce the amount of estate and inheritance taxes paid. Bequests may be specific, proportional, residual, or contingent in nature.

Download this list as a PDF

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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