Consolidated Appropriations Act (CAA) and Your Support

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How Will You Leave Your Legacy?

A legacy gift enables you to support Phoebe Ministries, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.

By including Phoebe Ministries in your will or trust, naming the foundation as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support Phoebe Ministries for years to come. Your gift will have a real, lasting impact.

Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.

Get in Touch with Us
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Join Phoebe Ministries' Legacy Society

When you make a gift to Phoebe Ministries from your will or trust, you'll be welcomed into Phoebe Ministries' Legacy Society and join other supporters and friends of our important mission.

If you've already included Phoebe in your plans, please let us know so we can properly thank you and make sure your gift will be used as you've intended.

Join Now Document Your Gift

Phoebe Ministries' Legacy Society Members

  • *Richard L. Ashbrook '38
  • Ken Bailey
  • Leigh E. Bantivoglio '89
  • *George Batcheler
  • *Sarah Pithouse Becker '23
  • Robin J. Bernstein '67
  • Barbara I. Berschler '64
  • *Mary Helen Bickley '34
  • *Ruth Brooke-Casey '39
  • Amy Rosenberg Cohen '82
  • John M. Dallam '49
  • Doris Moerck Dinger '35
  • Margaret E. Everett '42
  • J. Wilson Ferguson '51
  • Barbara L. Gillam '55
  • Rose Hagan
  • Robert G. Harnwell
  • *E. Armason Harrison '30
  • Richard and Susan Huffman
  • *Kathryn Hulse '32
  • Barbara Jacobs
  • Christine Jefferson and Frank Gontowski
  • Judy Love Keogh '55
  • *Maris Langford
  • M. Albert Linton
  • *Ralph E. Martinsen '41
  • Emily Gamber Moore '42
  • *Elizabeth Moos '38
  • Calvin S. Morris '59
  • *Lucille Ritter Opler '33
  • Deborra Sines Pancoe 
  • *Sally Plasky
  • Peter O. Price '58
  • Gerri Spilka
  • *Walter N. Read '35
  • *H. Ruth Brooke-Casey '39
  • *William and Janet Hollinshed Ryan '36
  • *Sarah Longstreth '26
  • *Carole Springer Schoettle '53
  • Abby Schrader
  • *C. Robert Sharpless '31
  • *Elizabeth Buery Simons '26
  • *Henrietta M. Slote '47
  • Tawn Stokes '54
  • *Edmond Suez '52
  • Louise Catalano Tarman '52
  • Clark Thompson '43
  • *Donald B. Thornton '36
  • Margot J. Tully
  • *Gwynedd Wood Wade '42
  • *Dove Pincus Weiner '39
  • Henry W. Weis
  • Elizabeth Widdicombe
  • Thomas and Sandra Williams
  • *Joan Robb Witlin '47
  • *Julia H. Wetzel '27
  • *Catherine M. Yanak '35

*Deceased

How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Gifts From Your Will
General Bequest

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Beneficiary Gifts
Retirement Accounts

Naming Phoebe Ministries as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts of Stock
Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Charitable IRA Rollover
Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to Phoebe . While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Donor Advised Funds
Beneficiary Designation and Grants

Designate Phoebe as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.

Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies

Name Phoebe Ministries as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Phoebe Ministries as the owner and beneficiary.

Contact Us

Use the Form Below to Get In Touch with a Member of Phoebe's Philanthropy Team

Let us know how we can help you include Phoebe Ministries in your estate plans, or how you can support Phoebe through gifts of stocks or retirement assets.

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Where are you on your planned giving journey?

Contact a Gift Officer

Stacey L. Prohaska

Stacey L. Prohaska
Executive Director

philanthropy@phoebe.org
610-794-5132