Planned Giving

Creating a Legacy for Tomorrow…

The Freedoms Foundation's Planned Giving Program provides you with a broad range of opportunities to provide lasting support of the Foundation's mission through charitable contributions that are incorporated into your financial, tax or estate plan.

The Freedoms Foundation can work with you and your advisors on a gift plan that meets your needs and financial planning goals. The benefits of planned giving can include:

• Immediate tax relief through an income tax charitable deduction
• Annual income for life or for a period of years
• Reduction or elimination of capital gains taxes on transfer of long-term appreciated assets
• Reduction of estate taxes
• Transfer assets to heirs at reduced tax rates

Planned Gift Opportunities:

Charitable Bequest- a bequest naming the Freedoms Foundation at Valley Forge in your will or as a codicil to your will

Gifts that pay an income for life- charitable gist annuities and charitable remainder trusts

Gifts that transfer assets to children and grandchildren- charitable lead trusts

Gifts of Life Insurance- naming the Freedoms Foundation at Valley Forge as a beneficiary or owner of the policies

Gifts of Real Property- residences with a retained life interest

Other Types of Gift Planning Vehicles- revocable trusts, IRA accounts, certificates of deposit, money market accounts and savings accounts

For more information on Planned Giving options, please contact Jeff Oddo at 610-933-8825 (ext. 221) or via e-mail at

Please note: individual circumstances will vary. The information on this site does not constitute legal or tax advice. As with all estate and tax planning, please consult your attorney or estate planning specialist.