When Dick and Esther Whitney moved into Phoebe Berks Village, they knew they wanted to support future generations of Phoebe residents—but they also wanted a steady income stream to meet their own financial goals. So they worked with Phoebe staff to set up a charitable gift annuity.
“This arrangement allows us to support Phoebe’s work while providing for our own income needs,” Dick says. “It works for us and for Phoebe.”
The Whitneys can now rest easy knowing they are able to support a cause they believe in while providing for their own financial needs.
By supporting Phoebe in this way, the Whitneys are part of Phoebe’s Legacy Circle.
A Legacy of Caring
Phoebe’s Legacy Circle honors individuals who have included Phoebe in their estate plans or made other planned gift arrangements including charitable gift annuities, charitable remainder trusts, insurance or retirement plans. These gift arrangements support Phoebe’s mission and ministry and carry it into the future.
Legacy Circle members are recognized in Phoebe’s annual report and on Phoebe’s website.
Phoebe also celebrates its Legacy Circle members at annual brunches.
“These events allow us to recognize the people who support Phoebe’s mission and personally thank them for all they do for us,” says Adrienne Wright, Donor Relations Officer.
Members of this society leave a legacy of caring for current and future residents. Their generosity supports charitable care for residents who are unable to afford the care they need, innovative services such as TeleHealth, a comprehensive pastoral care program, cutting-edge dementia care, and other important programs at Phoebe.
Membership in Legacy Circle also helps inspire others to consider planned gift arrangements of their own to support Phoebe’s mission.
Interested in supporting Phoebe while meeting your own financial goals? Contact Gina Bortz at 610-794-5153.