When the values of an organization align with your own values and you believe they should be preserved for the future, it is time to consider planned giving. Planned giving is a process using tax and financial planning methods that allow you to achieve both your financial and philanthropic objectives in the most efficient way possible.
- are for everybody, not just the wealthy;
- represent a meaningful way to reflect and express your values; and
- strengthen the causes we care about for the long term.
A bequest to Camphill Kimberton through your will can reduce estate taxes and enable you to make a more significant gift than you can during your lifetime. Camphill Kimberton can be named to receive a percentage, a dollar amount, or the remainder of a donor’s estate.
Below is sample bequest language that we hope you will find helpful in your discussion with your attorney.
“I hereby give, devise and bequeth to Camphill Village Kimberton Hills located in Kimberton, PA ____ percentage, or the sum of ___________, or the following asset(s) ____________, or the remainder of my estate. It is my wish that these funds be used for _____________ .”
Legal Name Camphill Village Kimberton Hills, Inc.
Legal Address PO Box 1045, Kimberton, PA 19442
Tax Identification No 23-2258345
While a planned gift can often be relatively simple to arrange, you should always seek the advice and guidance of your attorney, accountant, or other financial advisor. We welcome the opportunity to discuss the potential benefits of making a gift from your estate plans to support the mission of Camphill Kimberton. For more information, please contact Brendan Tracy at 610-935-0300 x 12 or firstname.lastname@example.org.