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Planned
Giving
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Please
consider the following options when making your gift to Penn
Charter. For more information on any of the options below,
please contact Chief Development Officer Jack Rogers at 215-844-3460
ext. 111 or jarogers@penncharter.com.
Credit
Card
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If you would like to make a donation
using Visa, MasterCard or American Express, click here.

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| Cash |
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Make your check payable to William
Penn Charter School.
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| Make a Matching Gift |
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You may be able to double or
even triple your gift to Penn Charter through your company's
matching gift program. For more information, click here.
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| Securities |
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Transfer stock, bonds or mutual
funds to William Penn Charter School; avoid paying gains
tax on appreciated assets.
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| Sell Depreciated Assets |
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Do you have an asset that has
decreased in value (stock, bond, real estate) and need
a capital loss to offset capital gains for tax purposes?
If so, consider selling the asset and remitting part or
all of proceeds to make a gift to Penn Charter.
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| Bequest |
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Make Penn Charter a beneficiary
of your estate for a specific sum or percentage or bequeath
an asset such as real estate, insurance, tangible personal
property.
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Make a Gift,
Receive Income
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Transfer assets of $10,000 or
more to Penn Charter and create a life income trust; receive
an income for life or term of years for yourself and/or
a family member; Penn Charter receives the remainder of
your trust; options include Charitable Gift Annuity, Charitable
Remainder Trust, and the Penn Charter Pooled Income Fund.
Click for more details on this planned giving option.
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| Real Estate |
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Gift a primary or secondary residence,
commercial real estate or land (whole or any portion thereof)
or use real estate to fund a life income trust.
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Reduce Taxes to
Heirs, Make Gifts to Penn Charter |
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Donors who expect to exceed the
standard lifetime gift tax deduction of $1,000,000 when
transferring assets to family members should explore the
Charitable Lead Trust option.
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Gifts of Insurance,
Art, or Other
Tangible Property |
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Make a gift of insurance (fully
paid or with cash surrender value), works of art and other
tangible personal property. |
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