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Estate Planning

An estate plan can:

  • Ensure your wealth goes exactly where you want it to go.

  • Give directions to be followed in case you become incapacitated and can't make decisions for yourself.

  • Designate who will handle your affairs when you are gone.

  • Appoint a guardian for minor-aged children.

  • Minimize possible estate taxes and probate fees.

  • Specify the type of funeral arrangements you would like.

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Consider the planning you do now to be your final future gift to your loved ones.

Benefits of Planned Giving

In addition to supporting the mission of The Foundation, your planned gift can provide substantial tax and financial advantages, including:

  • an income tax deduction

  • reduced capital gains taxes

  • reduced probate costs and estate taxes

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Congress has provided several incentives to encourage your contributions. By taking advantage of these opportunities, you and your advisor can craft a contribution that fits your needs, while you support The Foundation. We want to be sure that we can fulfill your wishes. If you have any questions, please contact:

Lori Storm

Manager, Philanthropy & Hospital Relations

717-558-7813

lstorm@pamedsoc.org

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400 Winding Creek Blvd.

Mechanicsburg, PA 17050

The Foundation of the Pennsylvania Medical Society is registered as a 501(c)(3) non-profit organization. Contributions to The Foundation of the Pennsylvania Medical Society are tax-deductible to the extent permitted by law. The Foundation’s tax identification number is 37-1732501. The official registration and financial information of The Foundation of the Pennsylvania Medical Society may be obtained from the Pennsylvania Department of State by calling the toll-free number 1-800-732-0999 within Pennsylvania. Registration does not imply endorsement.

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We are proud to be recognized by the Pennsylvania Association of Nonprofit Organizations (PANO) for our commitment to nonprofit excellence.

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