Your gift supports PHS’s mission to improve lives through horticulture, creating a living legacy while offering many benefits to you or your family. Making a planned or deferred gift is a simple, yet impactful way to contribute significantly to the future health and beauty of our region.
Planned gifts are an excellent way to enjoy financial or tax benefits while making a contribution of greater significance than you may have imagined possible.
Donors who make a planned gift are eligible to join PHS’s Schaffer Society. For additional information about ways in which you can make a planned gift, please contact the PHS Development Office at 215.988.1622 or email [email protected].
Planning your Legacy - Bequests
A very simple way to provide a planned gift to PHS, a bequest allows you to make a more significant contribution without reducing assets available to you during your lifetime.
To include PHS in your will, the following wording is suggested:
I hereby give, devise, and bequeath to the Pennsylvania Horticultural Society, a nonprofit corporation organized and operating under the laws of the Commonwealth of Pennsylvania, the sum of $_______ (or _____ percent of my estate) to be used for the general purposes of PHS.
If you have an interest in establishing a fund for a specific purpose, please contact the Development Office at 215-988-1622 for guidance.
Charitable Gift Annuities
A Charitable Gift Annuity is a fixed income plan, which pays you and/or another beneficiary a guaranteed income for life. In exchange for your gift of cash or securities, PHS will provide the beneficiary with a guaranteed lifetime income, a portion of which is tax-free. A gift annuity requires a $10,000 minimum gift and a minimum age requirement of 60.
Charitable Remainder Trusts
Charitable Remainder Trusts make payments to you or a beneficiary for life or a term of years. At the expiration of the trust, PHS receives the remaining trust assets.
Charitable Lead Trusts
A Charitable Lead Trust enables you to preserve a portion of your estate and pass assets tax-free to your heirs.
Retirement Plans and Life Insurance Policies
You may designate PHS as the owner/beneficiary of a life insurance policy or retirement plan such as an IRA or 401(K) that you and your family may no longer require, simply by filling out a beneficiary designation form from your plan provider.
Elizabeth S. Schaffer Society
The Elizabeth S. Schaffer Society honors those individuals who have provided for the future of the Pennsylvania Horticultural Society by including PHS in their estate plans. Members of the Elizabeth S. Schaffer Society are recognized in the Annual Report and will receive invitations to attend special events. If you have included PHS in your planned giving, please fill out a Schaffer Society Donor Form to let us know.
PHS Development Office
Email: [email protected]