The Presbyterian Homes Foundation, Inc. (Federal Tax ID # 58-2004356) supports the interests of The Presbyterian Homes, Inc. and its communities by seeking charitable donations that enhance programs and services provided for senior adults while advancing the mission of The Presbyterian Homes, Inc.

There are many ways to make a gift to The Presbyterian Homes Foundation, Inc. and its communities. You may wish to support the Annual Appeal for a specific community. Gifts to the Annual Appeal are used to enhance the lives of residents and meet needs in the communities. Your gifts to the Mother’s Day/Father’s Day Offering help to provide resident financial assistance. Donors also have the option of supporting endowment funds that provide resident financial assistance as well. Tax deductible gifts may be made in honor or memory of a loved one.

We are grateful for your support of The Presbyterian Homes Foundation, Inc.

Current Giving

GIFTS OF CASH

Cash is a convenient form of giving and is deductible for federal income tax purposes, assuming deductions are itemized. Checks may be made payable to: The Presbyterian Homes Foundation, Inc. and mailed to:

2109 Sandy Ridge Road
Colfax, NC 27235

If your gift is made in honor or memory of a loved one, please provide this information. In addition, if your gift is to benefit a specific community, please note this on the check.

Gifts Using the IRA Charitable Rollover

Legislation was signed that permanently extends the IRA Charitable Rollover. This provision allows those who are 70 ½ and older to donate as much as $100,000 directly from an IRA to a charity.

IRA Rollover Information

GIFTS OF APPRECIATED SECURITIES

Gifts of appreciated securities may be made by contacting Marisa Ray, Director of Development and Public Relations at (336) 866-6553 ext. 5118 or mray@presbyhomesinc.org. Please contact our office before making any transfers of stock. Your tax deduction will be determined by the market value on the date of your gift. Gifting appreciated securities to the Foundation may allow you to avoid capital gains tax.

ONLINE GIFTS

May be made by clicking the “Give Online” link at the top of this page or clicking here: Give Online.

OTHER GIFTS

The Foundation may consider other types of gifts including tangible personal property, in kind gifts and gifts of real estate. Please contact our offices to discuss next steps.

Planning for a Future Gift

If you plan to benefit The Presbyterian Homes Foundation, Inc. through a future gift, please notify our office. We would like to invite you to be recognized as a member of our planned giving society or to be included as an anonymous member. There are a variety of ways you can choose to include the Foundation in your planning.

BEQUESTS

You may choose to include the Foundation in your will by naming the Foundation as a beneficiary to your estate. A bequest can be a specific dollar amount or a percentage of your estate and can be either outright or contingent upon the death of another beneficiary. You may indicate that The Presbyterian Homes Foundation, Inc. is the charitable beneficiary and may want to indicate if your bequest will support a specific community.

LIFE INSURANCE

You may wish to make the Foundation the beneficiary to your life insurance policy. In order to do this, you may secure a simple change of beneficiary form from your agent and include The Presbyterian Homes Foundation, Inc. as a beneficiary.

RETIREMENT PLANS

Making The Presbyterian Homes Foundation, Inc., a beneficiary of your IRA, 401(k), or 403(b) account is easy. Simply contact your plan administrator to add the Foundation to the beneficiary form and return the form to the administrator.

OTHER OPTIONS

As you work with your professional advisors, it may be that there other types of giving vehicles that may be beneficial to you. The Foundation can work with you and your advisors should you be interested in Charitable Trusts or Charitable Gift Annuities, for example. We would welcome a conversation with you, as you consider your charitable legacy. Please contact: Marisa Ray, Director of Development and Public Relations at (336) 866-6553 ext. 5118 or mray@presbyhomesinc.org.