Planned Giving

Discover the Benefits of Giving Wisely

Did you know there are creative ways to support the Pottstown Area Health & Wellness Foundation and causes that are important to you? Whether it’s music or the arts, parks & recreation, education, social services, the environment or health and wellness, we can help you leave a lasting statement about who you are and what you care about.

Such giving techniques are called “planned gifts,” because with thoughtful planning you can create win-win solutions for you, the Foundation.


Name the Foundation in Your Will

Make us part of your family. A gift through your will or estate is the easiest gift you can make today.


Retirement Accounts: A Wise Charitable Gift

You can make a significant gift to the Foundation with retirement plan assets without adverse effects to your lifetime finances.

Learn More »


Stocks and Investment Accounts: You've Planned for the Future

You receive an income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.

Learn More »