2 minute read

Planned Giving

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

This article is from: