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.
- The Perkiomen Fund
- Leadership Societies
- Gifts for Tax Credit
- Campaign For Perkiomen
- Planned Giving
- Endowed Funds
- Gifts Of Stock
- Contact Us
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.
Gifts for Tax Credit
Pennsylvania business owners may be able to support student scholarships for PA students and receive a tax credit for their gift through the EITC program.
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.
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.
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 Perkiomen School’s next great initiative.
Planned GivingA 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 for Financial Aid
For the academic year 2017-2018, Perkiomen School will award more than $5 million in financial aid. About one-half of that sum will be provided through the generosity of alumni and friends by special gifts and scholarships with the balance coming from the school’s general financial aid operating budget. To the school’s best ability, all students who demonstrate financial need are offered some assistance. By completing the financial aid application process, a student will be considered for the following funds. No separate application is needed. In addition to being need-based, some awards have other qualifying criteria set by the individual who established the fund.
Please see the Scholarships page for eligibility requirements for merit-based scholarships.
Establishing a NEW Endowment
To learn more about how to support Perkiomen or to establish a new endowed fund or scholarship, please call the Development Office at (215) 679-1157.
Perkiomen School’s Named Endowment Funds
Alumni Memorial Scholarship: Established by Scholarship Committee of the Board of Trustees and initial contributions solicited in memory of Mabel Gerhard Krieble, Class of 1904, for an alumni son or daughter with financial need
Winfield Baird Memorial Fund: To honor the experience of Winfield Baird, Class of 1920, and Harold S. Baird, Class of 1917, this was established by Baird Foundation and David Baird to help worthy students attend Perkiomen
Seth Arden Bardwell Scholarship: Established by Frances T. Light in memory of her stepfather, Seth Arden Bardwell, Class of 1901
Walton and Elizabeth Bowen Scholarship: Established in 1989 through the Estate of Walton, Class of 1930, and Elizabeth Bowen
Carlson-Travaglini Scholarship Fund: Formed by consolidating five individual funds honoring the following members of the Carlson-Travaglini family: Gunard O. Carlson, Margaret B. Carlson, Gunnard Berry Carlson, A.F. Travaglini, and Barbara Carlson Travaglini, to safeguard financial aid and help provide students in need with a unique and life-changing Perkiomen education and experience
Spero and Olive Custis Scholarship Fund: Established by Olive D. Custis to support a deserving boy and girl at Perkiomen
William L. Eshelman Memorial Fund: Established in 1972 by friends of William L. Eshelman, Class of 1911 and former Board member
George F.C. Franks Scholarship Fund: Established by George F. C. Franks, Class of 1917, to provide a scholarship for worthy and deserving students
Hartzell Scholarship Fund: To help needy students with award preference given to those interested in Christian ministry, this was established by Violet S. Harzell in 1978
George K. Allison Headmasters Scholarship Fund: Created by the Board of Trustees in 2008 to honor Headmaster George K. Allison’s years of service and retirement
George K. and Lucy Allison Scholarship: Established in 2014 by Former Perkiomen Headmaster George K. Allison and his wife, Lucy, to provide financial aid to a boarding student who demonstrates need and honor George’s many years as Headmaster and Lucy’s time as a Perkiomen educator
Griesemer-Hessanauer Scholarship: Established in 2009 through the Estate of Ruth E. Blumer
Morris M. Hiltebeitel Student Aid Fund: Established in 1975 by Annie Hiltebeitel, Class of 1905, with award preference given to residents of Marlborough Township, Montgomery County
Walter Hollenbach Scholarship: Established by Walter Hollenbach, Class of 1899, former Perkiomen educator
Guy B. Hunt Scholarship Fund: Established by William D. Hunt in 1987 in memory of his brother, Guy B. Hunt, Class of 1926, to be awarded to a student from New Jersey, with preference given to Cape May County
Florence Heydt and John Heydt Memorial Scholarship: Established in 2000 as a need-based award to honor John Heydt, Class of 1970
Owen R. Jones Scholarship Fund: Established in 1956-1957 by Owen R. Jones
Irwin W. Kehs Memorial Scholarship: To honor Irwin Kehs’ 39 years of service to Perkiomen, this was created by the Perkiomen School Alumni Association in 1968
O. S. Kriebel Scholarship Fund: Created by the Board of Trustees in 1953
J. Russell Lee Scholarship: Established by Edith Poole Fletcher in 2001
H.F. (Gerry) Lenfest Scholarship: Established in 2009 by the Board of Directors of the Lenfest Foundation
Daisy Schultz Martin Scholarship Fund: Established in 1977 to provide scholarships to deserving students, with preference to Schwenkfelder families
Kyrel and Barbara Meschter Scholarship: Established in 2007 by the family of Kyrel and Barbara Meschter, on their behalf, reflecting their long-standing commitment to Perkiomen School. Kyrel served as a Trustee for more than 40 years
James E. and Alma Mullen Scholarship: Established by James Mullen in 1992 to be awarded to a student from the Upper Perkiomen Valley who has been active in extracurricular activities such as athletics, community service, church, and other youth organizations prior to and during attendance at Perkiomen School
Trustees Scholarship Fund: Established in 1965 to assist deserving students who attend Perkiomen School
Carl and Margaret Pfrommer Scholarship: Established by Carl Pfrommer, Class of 1936, and his wife, Margaret
The Randall Scholarship: Established in 1959 by an anonymous Perkiomen graduate for a student in the upper third of his or her class
Winfield H. and Margaret W. Rosenberry Award: Established by Margaret Rosenberry and to be awarded to a student or students on the basis of character, academic achievement, and financial need
Alvin K. and Helen M. Rothenberger Scholarship Fund: Established through memorial donations for Alvin, Class of 1906, and Helen Rothenberger
Norman Schultz Scholarship Fund: Established in 1974 by Norman Schultz, Class of 1917
Robert M. Schumo Jr.'78 Memorial Scholarship: Established in 1980, in memory of Robert M. Schumo, Class of 1978, to be awarded to a student who has interests in theatre and athletics, particularly lacrosse
Marian Stefano Scholarship: Established in 1978 by the Board of Trustees to honor Marian Stefano for her loyalty, love, and concern for The Perkiomen School, spanning a period of more than 40 years
Tinnerholm Family Fund in honor of Karen, Carl Jr., and Eric: Established in 1999, this fund honors Karen, Carl Jr., and Eric, the children of longtime Perkiomen Trustee Carl F. Tinnerholm and his wife, Barbara
Robert L. Wetter Athletic Scholarship Fund: Established by Pauline E. Wetter, wife of Robert L. Wetter, Class of 1925, to provide an athletic scholarship to a worthy student
Irma C. Wieand Memorial Fund: Established in 1951-1952 by the Wieand Family
John H. Willard and Marian R. Willard Scholarship Fund: Established in 1987 by John and Marian Willard
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:
Attention: Karl Welsh, Director of Development
200 Seminary Street
Pennsburg, PA 18073
DTC # 2669
Account # 23-58617
Account Name: Perkiomen School
The Northern Trust Company - New York
attn: Free Receipts
40 Broad Street
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.
Office of Alumni and Development
Director of Development
At Perkiomen School since 2012
Diana Weir-Smith '85, P’18
At Perkiomen School since 1998
Christe (Thompson) Konopitski '09
Director of Perkiomen Fund
At Perkiomen School since 2015
Development Writer and Stewardship Officer
At Perkiomen School since 2016
Development Research Analyst
At Perkiomen School since 1994
Manager, Gift Processing and Reporting
At Perkiomen School since 2011
Perkiomen School Office of Alumni and Development, from left to right: Joan Berg, Diana Weir-Smith '85, P '18, Karl Welsh, Bernadette Kovaleski, Christe (Thompson) Konopitski '09