Give generously to help children

 

 

Planned Giving

Thank you for caring.  As a person who supports the mission of Pearl S. Buck International, you are making a meaningful contribution to the world. You are building better lives for children around the globe, providing opportunities to explore and appreciate other cultures, and keeping the legacy of Pearl S. Buck alive by preserving her National Historic Landmark home in Bucks County, Pennsylvania.  Many people just like you are considering strategic, planned gifts as a way to make a lasting difference.

Is Pearl S. Buck International named in your Will or other planning documents?

If your Will, Trust or other estate plans include Pearl S. Buck International, please let us know!  This information is helpful in planning for the future and we would like you to invite you to join the Pearl S. Buck Camellia Circle.  Camellia Circle members receive exclusive benefits and your gift may remain anonymous, if you choose.

Is it time to update your estate plan?

Please include a charitable bequest to Pearl S. Buck International. For bequests of cash in Wills or Trusts, please use the following suggested bequest language.  Please share this information with your attorney or other advisor:

I give and bequeath to Pearl S. Buck International, Perkasie, Pennsylvania, the sum of $________, to be used for its general, tax-exempt purposes.

For language for residual or other types of bequests, please contact your financial/legal advisor.  To inform Pearl S. Buck International of a charitable bequest, please contact: Anthony Luna, Vice President of Relationship Development, 215-249-0100 x130 or tluna@pearlsbuck.org.

Easy ways to make other types of planned gifts to that will continue Pearl S. Buck’s cross cultural and life changing legacy:

Retirement Plans: 
Your IRA, 401k, 403b, or other retirement plan is a wonderful way to leave a legacy.  You can name Pearl S. Buck International as a full or partial beneficiary on a “change of beneficiary form.”  Did you know that retirement plans left to individuals or family trusts are some of the most heavily taxed upon death --   up to 70% of your plan’s value could be lost to taxes.  As a 501(c)(3) charitable organization, Pearl S. Buck International receives these same assets free of all taxes.

Life Insurance: 
You can leave a significant legacy by donating a paid-up policy you may have outgrown, or by naming Pearl S. Buck International as a beneficiary of an insurance policy.  Life insurance paid to a charity is not subject to Federal estate tax and you may be able to receive an income tax deduction for your premium payments.  If you would like to learn more about how to make a gift with life insurance, please contact: Anthony Luna, Vice President of Relationship Development, 215-249-0100 x130 or tluna@pearlsbuck.org.

Brokerage or other accounts:
Most people do not realize that they can leave assets from their accounts to their favorite charitable organizations.  You may name a charity as a full, partial or contingent beneficiary to a brokerage, savings or other accounts.  For instance, one generous donor is making her favorite charity a 5% beneficiary of her brokerage account, leaving the rest to her heirs.  She just filled out a simple “change of beneficiary form” offered by her account representative.

Securities: 
Gifts of appreciated stocks, bonds and other securities you own for at least one year are eligible for your charitable income tax deduction based on their fair market value on the gift date, and no capital gains tax is due on the appreciated value.

Charitable Trusts: 
Hard-earned assets are worth protecting and various charitable strategies can safeguard family assets while providing security for loved ones and your favorite charities, like Pearl S. Buck International.  Consider having a conversation with your advisors about whether a charitable trust is right for you. Here are two examples:

Charitable Remainder Trust with Pearl S. Buck International. 
A charitable remainder trust allows you to provide income distributions for yourself or others while making a gift of the remaining assets to PSBI when the trust ends.  The income distributions may continue for the lifetimes of the beneficiaries, a fixed term of not more than 20 years, or a possible combination of the two.

Charitable Lead Trust with Pearl S. Buck International. 
Annual gifts of income are first made to PSBI and when the charitable lead trust ends, the remaining assets are distributed to you or your beneficiaries.

Charitable Gift Annuities:
A Charitable Gift Annuity (CGA) is another option for making a planned gift to Pearl S. Buck International while receiving retirement income and tax benefits. For more information about CGA’s, please contact: Anthony Luna, Vice President of Relationship Development, 215-249-0100 x130 or tluna@pearlsbuck.org.

Do you have a Donor Advised Fund?
Please consult with your advisor about how you can make a gift to Pearl S. Buck International through your Donor Advised Fund.

All information regarding Planned Gifts is held in the strictest of confidence and donors may choose to remain anonymous.  The information contained on this webpage is for informational purposes only and is not intended to serve as legal or tax advice. For specific information about any of the above opportunities, please consult your tax adviser or attorney.

Pearl S. Buck International Federal Tax ID #23-1637212