Since 1954, the Foundation has served the needs of Pennsylvania's physicians. Today, the Foundation is making strides to become the premier physician philanthropy in the state.
Your gifts keep the Foundation moving forward to provide philanthropic opportunities for medical students and physicians. A general contribution can support a number of Foundation program needs; however, a gift can make a difference in many ways. Click on the links below to find out how:
Area of Greatest Need
Unrestricted gifts provide flexible support for a variety of Foundation needs:
- Staff training and education
- Facility maintenance
- Equipment updates
Major Gifts
- General Operating Support. The Foundation seeks major gifts for general operating support to meet staffing, technology, and education needs.
- Physicians' Health Programs (PHP) Endowment. The Foundation seeks gifts to build its permanent endowment for the PHP.
Endowments
Interest from endowment funds supports the Foundation's work. The principal remains intact to benefit program services in the future.
Currently, the Physicians' Health Programs (PHP) is building an endowment to support future physicians in need of recovery services. Unrestricted endowments are always needed to support general Foundation needs.
Stocks, Bonds, Mutual Funds
A gift of stocks, bonds, or mutual fund shares that have been held at least one year can be claimed as an income tax deduction at the market value of the security at the time of transfer. Plus, you'll avoid any capital gains tax on the appreciation.
- Stocks: Under current IRS regulations, appreciated stock is valued for gift purposes at the mean of the high and low trading prices on the date of the gift, multiplied by the number of shares given.
- Bonds: The gift value is the mean of the highest and lowest selling prices on the date of the gift.
- Mutual Funds: The gift value is the last public redemption price or bid quoted on the date of the gift.
Gift and Estate Planning
Planned gifts from friends of the Foundation have helped to shape the organization and its future. With your gift to support physicians and medical students, you will continue a tradition of generosity for many decades.
By making your gift a part of your financial and estate plans, you may be able to make a larger gift than you thought possible. At the same time, you can achieve your personal goals and protect your family's financial security. Through a bequest, a life income gift, a gift of life insurance, a gift of physical property, or other planned gift, you can perpetuate your support beyond your lifetime and get the satisfaction of benefiting the Foundation.
The following pages will give you more information on ways to invest in the Foundation, the benefits of doing so, and how to reach the people who can help you accomplish your goals.
The philanthropy staff will be happy to provide you with information on the benefits of planned gifts, but cannot provide legal or financial advice. Please check with your legal and financial advisors before taking action.
Gift and Estate Planning – Request free illustrations today!
To learn more about gift and estate planning, click:
To learn more, contact:
Virginia Henning, CPA
(800) 228-7823, ext. 1252 (in PA only)
(717) 558-7851
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