Empowering Our Community Through Giving

Your support of Perkiomen School allows us:

    • to create and maintain facilities that inspire and engage,
    • to supply students and faculty with the best materials to support rich educational learning experiences,
    • to cultivate professional development to attract and retain great faculty,
    • to offer challenging courses and innovative academic programming.

While tuition is critical for maintaining everyday school operations, it is the generosity of donors that transforms Perkiomen into a school true to its mission – inspiring students to risk becoming their best. This generosity is rooted in passion and engagement, and is demonstrated by thoughtful donations of individuals. When a person makes a gift to Perkiomen, they are making an important mark on the school, making it incrementally better, and in aggregate, the very best.

Join us and make your mark on our school community.

Volunteer Opportunities

Learn more about how you can make an impact at Perkiomen and deepen your relationship with our school. Click here for volunteer opportunities.

The Perkiomen Fund

The Perkiomen Fund – our annual fund – is one of our school’s most important sources of revenue.

It is a vital part of each year’s operating budget, and allows our school to provide the range and depth of programs that make Perkiomen unique among independent schools. Friends like you empower the school through your gifts that contribute to every part of the school’s operation, such as arts, athletics, innovation, professional development and scholarships.

Perkiomen Fund gifts allow us to provide access, value, and opportunity for all of our students. It enables us to maintain small classes, bring the latest technology to campus, and continue to fulfill our mission.

Perkiomen School gratefully accepts gifts via check or credit card, or gifts of securities. All donations are tax deductible.

Maximize Your Impact With Matching Gifts

With matching gifts you can sometimes double or even triple your gift!

Many employers sponsor matching gift programs and will match charitable contributions made by their employees. To find out if your company has a matching gift policy, please check with your human resources department. Some companies also match gifts made by retirees and/or spouses.

Tax Credit Programs

Pennsylvania business owners may also be able to increase the power of their gift through a state corporate tax deduction for gifts to the Perkiomen School through the EITC program.

Campaign For Perkiomen

Honoring the vision of our leaders and supported by loyal community members, throughout its history Perkiomen has embarked on bold initiatives and faced challenges thoughtfully, confidently, and successfully.

Be a catalyst at Perkiomen School: contact Director of Development Karl Welsh at (215) 679-1157 or make your gift online today.

The Next Phase For Perkiomen

Students are the life of our school and the purpose of our work - their pursuits shape our success. In the coming months we will have another opportunity to invest and enhance the student experience, and the Perkiomen campus, for generations to come.

Fall 2017… Look for details of the Perkiomen School’s next great initiative.

Planned Giving

Planned Giving & Endowed Funds 2017

A gift to Perkiomen School that is part of a thoughtful, comprehensive estate plan provides a way of completing a lifetime of giving to the school, or of making a significant gift that was not possible at an earlier stage of life. Such gifts can also provide advantages such as lifetime income to the donor or others and possible tax benefits.

When you include Perkiomen in your estate planning you combine your personal values and your financial goals in a meaningful way.

It is easy to make a gift that provides the maximum benefit to you, your family, and Perkiomen.

    • Make a gift in your will
    • Designate Perkiomen as a beneficiary of a life insurance policy
    • Designate Perkiomen as a beneficiary of a portion of your retirement plan
    • Create a trust that provides annual income to you and/or your family and ultimately reverts to Perkiomen
    • Create a trust that provides income to Perkiomen and ultimately reverts to your survivors
    • Donate property

Membership in the Phoenix Society is automatic for those who have notified the school of their intentions. The Phoenix Society recognizes donors who include provisions in their wills or estate plans to benefit The Perkiomen School and have informed the school of their generosity. If you have done so and have not notified the Office of Alumni and Development, or are interested in learning more about gift planning, please contact Director of Development Karl Welsh at (215) 679-1157.

* Donors are encouraged to consult with their own professional tax advisors when making charitable gifts.

IRA Charitable Rollover

The IRA Charitable Rollover Provision allows individuals who have reached 70 ½ to donate up to $100,000 to charitable organizations directly from their Individual Retirement Account (IRA), without treating the distribution as taxable income. This provision had expired on January 1, 2015, but was reinstated and made permanent.

Endowed Funds

Gifts Of Stock

Many donors find it to their advantage to support Perkiomen through gifts of appreciated stock or mutual fund shares. By donating securities held longer than one year you may avoid recognition of capital gains. You may also receive a federal income tax deduction. When initiating a gift of securities, please contact the Office of Alumni and Development at (215) 679-1157.

To be sure that your gift is properly credited, you or your broker should contact us with the following information:

    • The name of the donor
    • The name and quantity of the securities being transferred
    • The name and contact information of your broker

Securities may be transferred/delivered to Perkiomen School in the following ways:

By Mail
Perkiomen School
Attention: Karl Welsh, Director of Development
200 Seminary Street
Pennsburg, PA 18073

DTC Transfer
DTC # 2669
Account # 23-58617
Account Name: Perkiomen School

Brokerage Firm
The Northern Trust Company - New York
attn: Free Receipts
40 Broad Street
8th Floor
New York, NY 10004

If you have any questions, please contact Director of Development Karl Welsh at (215) 679-1157.

*To ensure timely processing of year-end gifts, please contact our Northern Trust Company representative, Arne Themmen at (305) 789-1430.

Leadership Societies

Members of our Leadership Societies make the largest impact on Perkiomen’s fundraising success. Their bold investment inspires others while supporting every Perkiomen student and faculty member.

Leadership Society membership starts with gifts of $750 or more during the school’s fiscal year. Spreading payments over several months may help when considering a larger gift.

Luminary Society: A gift of $25,000 or greater

The Oscar S. Kriebel Society: $10,000-$24,999

Founders Society: $5,000-$9,999

The Marian J. Stefano Society: $2,500-$4,999

The 1875 Society: $1,875-$2,499

Purple and Gold Society: $750-$1874

For information on recurring gifts or Leadership Societies, please contact our Office of Alumni and Development at (215) 679-1157.

Corporate Support & EITC/OSTC

Download our full FAQ sheet here.

Are you interested or would you like more information about EITC/OSTC at Perkiomen School?

You are invited to speak with Christe Konopitski, Director of The Perkiomen Fund, by phone at (215) 541-5624.

Report To Donors

Contact Us

Office of Alumni and Development
(215) 679-1157

Karl Welsh
Director of Development
At Perkiomen School since 2012

Diana Weir-Smith '85, P’18
Alumni Director
At Perkiomen School since 1998

Christe (Thompson) Konopitski '09
Director of Perkiomen Fund
At Perkiomen School since 2015

Bernadette Kovaleski
Development Writer and Stewardship Officer
At Perkiomen School since 2016

Joan Berg
Development Research Analyst
At Perkiomen School since 1994

Michele Bubb
Manager, Gift Processing and Reporting
At Perkiomen School since 2011

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