Leave a legacy and help build the future Perkiomen
A gift to The 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 The Perkiomen School in your estate plans, you are taking an important step in joining other alumni, parents and friends who will help build the school’s endowment and address critical physical plant needs. Such gifts, which are typically added to The Perkiomen School’s endowment, play a vital role in maintaining the school’s financial strength, and in ensuring the quality of The Perkiomen School education and experience for future generations of students.
Membership in the Phoenix Society is automatic for those who have notified the school of their intentions. The Phoenix Society recognizes alumni, parents, grandparents, faculty, staff and friends who include provisions in their wills or estate plans to benefit The Perkiomen School and have informed the school of their generosity. These provisions include bequest intentions, testamentary trusts, and gifts providing life income (such as charitable remainder trusts, gift annuities and pooled income fund gifts), life insurance, retirement plan assets and other deferred gifts. If you have provided for The Perkiomen School in your will or estate plan and have not notified the Office of Development, or are interested in learning more about estate-related gifts, please contact Director of Development Karl Welsh at 215-679-1157 or firstname.lastname@example.org.
* Donors are encouraged to consult with their own professional tax advisors when making charitable gifts.