Charitable gift planning affords you opportunities to have an outsized impact on the causes that matter most to you with the possibility of reducing or eliminating current and future tax liabilities, creating income for you or your loved ones, and preserving wealth for future generations of your family.
Recent and pending changes to the tax code (Tax Cut and Jobs Act, CARES Act, CAA, and BBB) contain provisions incentivizing you to plan how, what, and when you give to charity. If you have recently experienced or are anticipating changes in your personal life or business, we encourage you to partner with us to ensure you're taking full advantage of these incentives.
Friends Select School's Development Office is a ready resource for you and your advisors. We welcome you to have a confidential, no-obligation conversation to align your personal financial situation with your philanthropic goals.
A legacy gift enables you to support Friends Select School, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and sustain the school for generations to come.
By including Friends Select School in your will or trust, naming the school as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support Friends Select School for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.Get in Touch with Us
When you make a gift to Friends Select School from your will or trust, you'll be welcomed into the Price Wetzel Legacy Society and join other supporters and friends who value the school and its mission. Is Friends Select School already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when various events in life happen.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Naming Friends Select School as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
If you're 70 ½ or older, you can lower your taxable income while making a gift directly to Friends Select through a Qualified Charitable Distribution.
Designate Friends Select as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.
Name Friends Select School as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Friends Select School as the owner and beneficiary.
Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.
Use the Form Below to Get in Touch with the Development Office.
Let us know how we can help you include Friends Select School in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.
(215) 561-5900 x3141
1651 Benjamin Franklin Parkway
T. (215) 561-5900
F. (215) 864-2979
If you are working with a professional advisor, or advising a donor, here's a practical guide for including Friends Select School in a charitable estate plan.