The Presbyterian Homes Foundation, Inc., exists to provide financial assistance to our residents in need and, on occasion, to provide special equipment and services to our communities to enhance our residents’ lives. You can help build our Foundation’s resources through different kinds of gifts:

Gifts of Cash, In Honor or In Memory
Cash is often the most convenient form of giving. Cash gifts are deductible for federal income tax purposes, assuming deductions are itemized. Cash gifts in honor or in memory of loved ones are great ways to honor someone special or to remember someone who has passed.

Gifts of Appreciated Securities
Gifts of appreciated securities may be made as outright gifts or to pay for a pledge. Stock certificates may be reassigned directly to The Presbyterian Homes Foundation, Inc., or may be transferred through your broker. The mean market value on the date of transfer determines the value of the gift for tax purposes. Please contact Marcia Johnston, Director of Development and Public Relations, by phone at (336) 886-6553, ext. 5118 or by email at mjohnston@presbyhomesinc.org, before a transfer is made.

Gifts of appreciated securities may be tax-deductible. We encourage you to contact your financial advisor for guidance.

Bequests
Through their wills, donors can give the Foundation money, property, or a share of the estate. A bequest can either be outright or contingent upon the death of a family member. Sometimes donors who need their assets during their lifetimes can leave bequests for the Foundation.

Make The Presbyterian Homes Foundation, Inc., a Beneficiary of Your Life Insurance Policy
This is an ideal way to fulfill your charitable desires and requires no out-of-pocket expense to you. To change the beneficiary of your life insurance policy, secure a change of beneficiary form from your agent and include The Presbyterian Homes Foundation, Inc., as a beneficiary.

Make The Presbyterian Homes Foundation, Inc., a Beneficiary of Your Retirement Plan
Making The Presbyterian Homes Foundation, Inc., a beneficiary of your IRA, 401(K), or 403(B) account is easy. Simply contact your plan administrator to add the Foundation’s name to the beneficiary form. They will mail the form to you, on which you can write the official name of, “The Presbyterian Homes Foundation, Inc.” Then return the form to the plan administrator.

Charitable Gift Annuities
A donor can increase his or her monthly income and receive an immediate tax deduction by participating in a charitable gift annuity. The charitable remainder interest in the gift annuity becomes available for The Presbyterian Homes Foundation, Inc. within 90 days of the completion of your gift.

Thank you
Please let us know when you have added The Presbyterian Homes Foundation, Inc., in your estate plans, as we would like to honor you during your lifetime. When you identify yourself, you encourage others to think of ways they can help grow the Foundation for the benefit of our residents.

For more information, please contact Marcia Johnston, Director of Development and Public Relations, by phone at (336) 886-6553, ext. 5118 or by email.

Gifts should be made payable to The Presbyterian Homes Foundation, Inc., and should be mailed to:
Marcia D. Johnston
Director of Development and Public Relations
The Presbyterian Homes, Inc.
P.O. Box 2127
Jamestown, NC 27282

Thank you for your consideration.