How to Give
Gifts to the PHGS Foundation are invested in a independent and professionally managed endowment by a Registered Investment Advisor (RIA)/Fiduciary designed to provide long-term growth and sustain the Foundation's mission for generations to come.
In addition to cash contributions, the PHGS Foundation welcomes a variety of charitable gifts.
If you wish to donate appreciated securities, real estate, or other assets, the Foundation will work with you to ensure your gift can be accepted, appropriately monetized when necessary, and invested to support the Foundation's long-term charitable mission.
Gifting to the PHGS Foundation can come in various forms and can include the following.
Monetary Donations: One-time donations, Recurring donations
Stocks and Securities: Shares of stock, Bonds and mutual funds
Real Estate: Property donations, Land or Buildings
Planned Giving: Bequests in wills, Gift annuities
Sponsorships and Events: With a shared vision of building something meaningful, we invite you to consider sponsoring a fundraising event in support of the PHGS Foundation. Your efforts can help us provide scholarships, preserve our heritage, and strengthen our communities for generations to come.
If you are interested in organizing a fundraising event, simply email us at admin@phgsfoundation.org with your idea or proposal. A member of the PHGS Foundation will contact you to discuss your event and how we can work together to make it a success.
In-Kind Donations: Goods or services, Professional expertise Equipment or supplies
Corporate Matching gifts: Your donation from your place of business that qualifies you to have your donation matched by your place of business.
Tax-free gift from an IRA Qualified Charitable Distribution (QCD)
This is a tax free way to contribute to the Foundation. Some people cannot deduct donates due to the standard deduction when filing taxes. With a Qualified Charitable Distribution from an IRA your donation is 100% tax free. Please contact us at admin@phgsfoundation.org to learn more.
With a vision for building something meaningful we would love to have you consider an event fundraiser to helps u meet the goals of the PHGS Foundation.
Simply send an email to admin@phgsfoundation.org with your intentions and we will contact you about your event fundraiser.
Event Fundraising
General Dynamics, Pfizers and other area companies have a Matching Gift program. Please consider using one of these gift giving avenues to gain more value for your donation
Employer Matching Gifts
Gift and estate planning for 501(c)(3) donations offers major tax advantages and strategic control. Key benefits include estate tax reduction, the elimination of capital gains tax on appreciated assets, and income tax deductions during your lifetime. It also enables you to leave a lasting legacy while supporting your preferred causes.
Strategic charitable giving provides several distinct financial and personal advantages:
Estate Tax Reductions: Charitable bequests made through a will or trust are typically 100% deductible from the value of your estate. This reduces the overall taxable value, potentially lowering the tax burden for your heirs.
Capital Gains Avoidance: Donating highly appreciated assets (like real estate or stocks) directly to a 501(c)(3) allows you to bypass capital gains tax entirely, while still claiming a charitable deduction.
Retirement Account Optimization: Naming a charity as a beneficiary for an IRA or 401(k) avoids heavy income tax burdens. Since 501(c)(3)s do not pay income tax, the full balance of the retirement account goes to the cause rather than the government.
Probate Avoidance: Designating a charity to receive specific estate assets bypasses the time-consuming and often expensive probate process.
To better understand which giving methods fit your financial picture, consult your financial planner/lawyer.