Although cash contributions to Diversified Community Services are always appreciated, there are other giving options by which you may create a lifetime stream of income for you and/or a member of your family. Planned giving allows you to enjoy a significant charitable income tax or estate tax deduction. At the same time you will be strengthening DCS’ efforts to alleviate the impact of poverty on the most vulnerable children, youth, and families in the Point Breeze community. Choosing the right plan planned gift depends on your personal circumstances and financial goals.
Flexible Ways to Establish a Legacy Gift
Appreciated Securities: Stocks and/or bonds that have increased in value since they were acquired
Bequest: A gift through one’s will
Charitable Lead Trust: This arrangement provides income to DCS for a period of years, after which the trust property typically passes to the donor’s heirs
Mutual Fund: An investment company that invests the money of its shareholders in a diverse group of securities of other corporations
Retained Life Estate: The right to use property for life (usually a residence or a farm) after contributing the remainder interest to a charitable institution
Retirement Accounts: Qualified plans like IRAs, 401(k), and 403(b) accounts that permit individuals to accumulate savings tax-free for retirement
If one of these strategies seems right for you, we invite you to contact us to learn more about creating a Legacy Gift.
Steve Peura
Director of Development
[email protected]
215-336-5505, ext. 114
Information for attorneys or advisors working on a client’s estate plans, or if you are an executor working on an estate in probate:
Organization’s Legal Name: Diversified Community Services (DCS)
Principal Address: 1529 South 22nd Street, Philadelphia, PA 19146
Telephone: 215-336-5505
Federal Tax ID #: 23-1365980
The material presented in this web site is intended as general educational information on the topics discussed herein and should not be interpreted as legal, financial or tax advice. Please seek the specific advice of your tax advisor, attorney, and/or financial planner to discuss the application of these topics to your individual situation.
Contact: Steve Peura
Director of Development
215-336-5505, ext. 114
[email protected]
Thank you for making a financial commitment to fuel the daily activities at DCS and to further advancement towards our vision for the future.
