
2 minute read
Planned Giving
by PPHFamily
Planned Giving, also called Legacy Giving, is a way to make a gift to PPH through thoughtful estate planning. A planned gift, as part of an overall estate plan, takes your needs and those of your loved ones into consideration, while helping support the PPH mission.
By adding PPH to your estate plan through various flexible, tax-advantaged options, you can continue to benefit from your assets now, knowing that your legacy gift will provide quality care and peace of mind security to residents and their loved ones for generations to come.
Advertisement
Common Types of Planned Gifts at PPH
A Gift Through Your Will
Gifts established in your will can be a specific dollar amount or a percentage of your estate. A bequest allows you to retain control of your assets during your lifetime, while also making a gift to PPH.
Charitable Gift Annuities
Our charitable gift annuity program, administered through the United Church Funds, was created as a service to our many friends who have expressed a desire to make a gift of significance, while still retaining income from the gift property during their lives.
A charitable gift annuity is a contract in which you exchange a gift of cash or securities for a guaranteed, fixed income each year for the rest of your life! It is truly a win-win situation for the donor and PPH.
Life Insurance
Do you have a life insurance policy you no longer need? Perhaps your other assets have grown to provide the protection you require, and the insurance policy lies forgotten in a safety deposit box. Did you know that the policy could make a wonderful charitable gift to PPH?
If you have insurance you might like to contribute, or if you are currently paying premiums on a policy and want to discover how this policy might work as a gift, you can name PPH as the beneficiary, or co-beneficiary, of your life insurance.
Retirement Plan Or Ira
A retirement plan or IRA is typically the largest source of assets that generate taxable income when paid to a beneficiary. Therefore, if you are considering a gift to us after your lifetime, it is usually better to leave taxable assets to us and give non-taxable assets (such as stocks and real estate) to your loved ones.
2022 Pph Board Of Directors Officers
Jean Gibson, Chairperson
Anthony J. Luongo, Vice-Chairperson
Ian M. Dougherty, Treasurer
Patsy Long, Secretary
Members
Barbara Beckman, Esq.
William Brown
Father Alfonso J. Concha
Arthur J. Donley, Jr., D.P.M.
John Dubyk, President and CEO
William L. Gross
Rev. Dr. Kristopher Halsey
Timothy Hinchcliff
W. Russell Koerwer
Catherine Nemeth
Eric Sigel
PRESIDENT’S LEADERSHIP TEAM
John Dubyk, President and CEO
Daphne Floyd, VP of Human Resources
Shannon Grieb, VP of Marketing and Communications
Jennifer Honeyford, VP of Health Services
David Hughes
VP of Plant Operations
Maryann Parissi
VP of Residential Living and Personal Care
John Smith, VP of Finance/CFO