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.

Print Guide

Phoebe Ministries Communities

You can designate your gift to Phoebe Ministries, or to one of our four continuing care retirement community campuses:

  • Phoebe Ministries | EIN# 23-1396838
  • Phoebe Allentown | EIN# 23-2302675
  • Phoebe Berks | EIN# 23-2560952
  • Phoebe Richland | EIN# 23-3045622
  • Phoebe Wyncote | EIN# 23-1352525

Advisors Guide for Planned Giving

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name Phoebe Ministries in your will or trust please use the following suggested language:

Residual Bequest Language
A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to Phoebe ________(fill in Phoebe entity), (EIN _____________) all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Bequest Language
You can also name Phoebe Ministries as a beneficiary of a specific amount from your estate:

I give and devise to Phoebe ________(fill in Phoebe entity), (EIN _____________) the sum of $ ________________________ (or "____ shares of __________________ stock") to be used for its general support (or for the support of a specific fund or program).

Contingent Bequest Language
Phoebe Ministries can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert individual heir's name) is not living at the time of my demise, I give and devise to Phoebe ________(fill in Phoebe entity), (EIN _____________) the sum of $ (or "all" or " ___________ percentage of the residue of my estate") to be used for its general support (or for the support of a specific fund or program).

GIFTS OF APPRECIATED SECURITIES

How to Transfer Securities

Notify your broker to transfer the specified shares electronically. You will need the following information for your request:

  • Phoebe-Devitt Homes DTC number (0015).
  • Phoebe-Devitt Homes account number at Morgan Stanley (858-025522-135) to ensure proper designation to Phoebe Ministries.
  • The name of the stock you would like transferred.
  • The number of shares you would like transferred.

It is important to notify Office of Philanthropy of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us at 610-794-5132 or philanthropy@phoebe.org.

BENEFICIARY GIFTS FROM RETIREMENT PLANS, LIFE INSURANCE, BROKERAGE ACCOUNTS OR ANY OTHER PLAN WITH A BENEFICIARY DESIGNATION:

Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Stacey L. Prohaska, Executive Director, at philanthropy@phoebe.org

Legal name: Phoebe Ministries
Tax ID number: 23-1396838
Address: 1925 W. Turner Street
Allentown,  PA  18104

NOTE TO ATTORNEYS, ACCOUNTANTS AND OTHER PROFESSIONAL ADVISORS:

Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

If you have any questions or concerns, please call 610-794-5132 or email philanthropy@phoebe.org.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.


Please contact Stacey L. Prohaska in the Office of Philanthropy at 610-794-5132 or philanthropy@phoebe.org to discuss your charitable intentions.