Whether you want to give a gift now, or plan a gift
for later, the Foundation's staff can assist you in
tailoring your gift to meet your goals for giving.
Cash Gifts and Memorials
Gifts may be mailed or delivered in person to
the Foundation office.
Gifts of Appreciated Assets
Including stocks, bonds, mutual fund shares,
closely-held stock, real estate, and other property.
For more information on making gifts of appreciated
assets, please
contact the Foundation's Director of Donor Relations.
For
instructions for making an electronic stock
transfer, click here.
Bequests Via Wills or Living Trusts
Individuals planning a gift through bequest are
encouraged to notify the Foundation of your intent.
Sample wording
Gifts of Homes, Farms and Vacation Property
Allows an immediate income tax deduction and the
right to keep using the property during life
Gifts of IRA's, Retirement, Financial Accounts
Can include the First Community Foundation of
Pennsylvania and its affiliates as the full or
partial beneficiary of the account; provides
opportunity to save income and estate taxes and to
maximize bequests to family
Gifts of Life Insurance
You can structure a gift
of life insurance to provide the maximum benefit to
both your community and your heirs
Charitable Gift Annuities
Provides a guaranteed
fixed lifetime income that is partially tax-free,
and an immediate income tax deduction; payout rates
of up to 12% depending upon age; can also be used to
create retirement accounts and educational funds.
Minimum contribution: $5,000
Charitable Remainder Trusts
Provides guaranteed or
variable lifetime income, an immediate income tax
deduction, ability to bypass capital gains taxes;
can also be used to create retirement accounts and
educational funds; reduces estate for estate tax
purposes. Minimum contribution varies, but is
generally $100,000.
Charitable Lead Trusts
A temporary gift providing
income to the First Community Foundation of
Pennsylvania and its affiliates for a period of
years; substantial income or gift and estate tax
benefits; maximizes assets that eventually pass to
family. Minimum contribution varies, but is
generally $100,000.
