Ways to Give

Make an online gift using our secure form.

Make your check payable to “Partners Foundation” and mail to:

Partners Foundation
Attn: Development
116 Gay Street
P.O. Box 807
Phoenixville, PA 19460

Kindly include the donor's name along with any relevant instructions regarding the cash gift being transferred to Partners Foundation.

Name on Account: Partners Foundation

Bank Name: Merrill Lynch

Bank Address:
4 Penn Center – 7th Floor
1600 John F. Kennedy Blvd.
Philadelphia, PA 19103

Routing #: 084301767

Account #: 041179523684

Donating appreciated stock can offer you substantial tax benefits compared to giving cash. If you donate stock that you've held for more than one year, you can receive a charitable deduction for the full fair market value, and you won’t incur capital gains taxes on any appreciation. For stock held for one year or less, the charitable deduction is limited to your cost basis (the original price you paid for the stock). The value of your gift, for both deduction and gift crediting purposes, will be based on the average market value of the stock on the date it is transferred. If you’re considering making a gift of securities, please contact Amy Jeffords, Director of Development and Communications, at ajeffords@thepartnersfoundation.org. 

Contributing through a donor advised fund is a great way to support Partners while benefiting from tax advantages. Simply reach out to your donor advised fund sponsor and recommend a grant to Partners Foundation.

As you review and update your financial plans, we invite you to consider including Partners Foundation through a bequest, trust, retirement plan, life insurance, or gift of real estate. If you have already included Partners in your estate plans, please let us know so we can express our gratitude personally. Common planned gifts include:

Bequests

Including a provision for Partners Foundation in your will allows you to make a significant financial contribution without reducing the assets available to you during your lifetime. Bequests are also deductible from your taxable estate, potentially offering valuable tax savings. Another effective way to provide testamentary support is by adding a provision in your revocable trust.We offer sample language to help donors and their advisors facilitate this type of gift. Below is sample language suitable for bequests in wills and codicils: I give, devise, and bequeath  __________________________________ [insert dollar amount, percentage of my residuary estate, or description of property] to Partners Foundation, a nonprofit organization located at 116 Bridge Street, P.O. Box 807, Phoenixville, PA 19460, to be used for its general charitable purposes.

Charitable Remainder Trust

A charitable remainder trust allows you to donate assets to a trust that provides you or your beneficiaries with income for a specified period, often for life. After the income term ends, the remaining assets in the trust can then transfer to Partners Foundation. This strategy provides immediate income tax deductions, reduces estate taxes, and helps you support a charitable cause while receiving ongoing income

Charitable Lead Trust

A charitable lead trust allows you to support Partners Foundation and other charities for a set number of years or for the lifetime of an individual. During the trust's term, Partners receives annual income from the trust. Once the trust concludes, the remaining assets are returned to you or to individuals you designate.

Retirement Plan

Naming Partners Foundation as a partial or full beneficiary of your retirement plan is simple, cost-effective, and offers significant tax advantages. Since Partners Foundation is a tax-exempt organization, distributions to us are not taxed, whereas distributions to you or your heirs are typically subject to ordinary income tax.

Life Insurance

Donating a life insurance policy to Partners Foundation allows you to deduct the cash surrender value or the cost of a replacement policy as a charitable contribution. Additionally, premiums paid after your gift are deductible. You can name Partners as a full or partial beneficiary of the policy while retaining ownership, similar to including a bequest provision in your will.

Real Estate

You can donate a residence or other real property as an outright gift, or transfer your home, farm, or vacation property while retaining the right to live in it for life. You’ll receive a charitable deduction in the year the gift is made.

If you’re interested in this type of gift, please contact Amy Jeffords, Director of Development and Communications, at ajeffords@thepartnersfoundation.org, for more details.

You may be able to multiply your gift to Partners if the company you work for has a matching gift program. Check with your employer’s Human Resources Department. Send the matching gift form provided by your employer to:

Partners Foundation
Attn: Development
116 Gay Street
P.O. Box 807
Phoenixville, PA 19460

Partners Foundation will give you credit for both your gift and your company’s match. On your income tax return, you may only deduct the portion you contribute.

Partners Foundation accepts gifts-in-kind that are appropriate to its mission. Please contact Amy Jeffords, Director of Development and Communications, at ajeffords@thepartnersfoundation.org, for more details.

Consider sponsoring and/or attending an event. Visit our Events page to learn more.