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.

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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

Gifts of Stock (Retirement Assets)

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Phoebe Ministries instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.

How to Transfer Securities

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

  • Phoebe Ministries DTC number (0015).
  • Phoebe Ministries 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 kpaupini@phoebe.org.

Please contact Kristine Paupini in the Office of Philanthropy at 610-794-5132 or kpaupini@phoebe.org to discuss your charitable intentions.

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