foundation

Enhancing Your Life Through Giving

Our steadfast supporters use their heads to give from their hearts.

They know that their gifts, bequests, and planned giving address the need for benevolent care, community enrichment, capital improvements, growth and expansion, and much more.

They know that the WEL Foundation is a good steward with a respected, faith-based heritage. They know how seriously we take our mission: Enhancing life for people who are dedicated to living.

And they know how to make astute decisions to nurture their own financial well being.

If you share our vision--that we may have to age, but we don't have to get old, consider the many ways you, too, can achieve your financial goals while helping us fulfill our mission.

Join us as we shape the future of aging services. Contact Jeff A. Petty, President & CEO, at 215-354-3199 or jpetty@WEL.org.

Charitable contributions to the WEL Foundation support benevolent care for residents, help enhance services, provide for capital improvements, and ensure a bright future for the communities of Wesley Enhanced Living. What does giving do for you, the donor? Here are several benefits you can enjoy when you give.

Tangible Benefits of Giving
  • realize income and estate tax benefits
  • diversify financial plans and portfolio
  • increase cash flow
  • enable heirs to receive the most benefit from their inheritance
  • reduce capital gains tax
  • pay honor to a loved one
  • help others who need it the most
Intangible – but very real – Benefits
  • reflect your personal values
  • fulfill your faith-based practices
  • satisfy a desire to do good
  • set an example for others
  • preserve a tradition
  • be a good neighbor
  • create a legacy
  • celebrate your blessings
How can you realize benefits like these? Contact Feleacia Birton at 215-354-3193, or lbirton@wel.org to learn which method of giving best satisfies your charitable intent and financial planning needs.

Estate and Planned Gifts
With these types of deferred gifts, you can generate income and estate taxes benefits and, in some cases, produce additional income for heirs. Contact Feleacia Birton at 215-354-3193, or lbirton@wel.org.

To learn more about Estate and Planned Gifts and Other Methods of Giving, click on an option below:

• A Bequest >

Many generous individuals fulfill their charitable intent simply and directly by designated the WEL Foundation as a beneficiary in their wills. You can specify a sum or a percent of your estate. Bottom line, a bequest of this nature is 100% tax deductible from estate taxes.

• Charitable Gift Annuity >

When you create a charitable gift annuity, you generate an income tax deduction, defer or avoid capital gains tax, and create fixed income stream, partially tax free, for yourself for life.

• Charitable Remainder Trust >

This type of trust is an important hedge against inflation because it generates variable lifetime income for your beneficiaries while reducing estate taxes. It also results in an income tax deduction while helping you avoid capital gain tax at the time of funding.

• Charitable Lead Trust >

Through a charitable lead trust, you not only produce income for a number of years for the WEL Foundation, but you also provide your beneficiaries with an estate-tax-free inheritance.

• Gift of Life Insurance >

You can designate the WEL Foundation as a beneficiary or partial beneficiary of your life insurance policy. Or you can donate the policy during your lifetime. In either case, you can receive good income tax benefits. Call us at 215-354-3193.

• Matching Gift >

Please check with your employer to determine if the company will match your gift to a qualified charitable organization. By doing so, you can significantly enhance your donation's value to the WEL Foundation. Call us at 215-354-3193.

• Annual Fund >

The WEL Foundation's Annual Fund campaign is an important part of our development efforts, and any gift to the fund joins the hundreds of others to help advance programs and services for residents who depend upon us. Call us at 215-354-3193.

• Outright Gift, Honor, Tribute Gift or Memorial Gift >

These gifts via mail, phone or credit card give you an immediate income tax deduction and have an immediate impact on WEL residents and programs. Contact us, or call 215-354-3193. If you are making a contribution in memory, in honor, or in tribute of someone, an event, or an anniversary, please enclose the name(s) with your contribution and indicate the name and address of the person (if any) we should notify about your gift. You can contribute via mail or phone. Here's how: 1) Via Mail. Please make your check payable to WEL Foundation and mail it to us WEL Foundation, Southampton Office park, 928 Jaymor Road, Suite B, Southampton, PA 18966. 2) Via Phone. You can contribute via MasterCard, VISA or American Express, thereby maximizing the benefits your credit card delivers to you. Call us at 215-354-3193.

• Restricted/Specific Purpose Gift >

You can designate that your financial contribution be used for a specific purpose or in specific areas to reflect your personal interests or charitable intent. Call us at 215-354-3193.

• Gift of Marketable Securities >

While providing important revenue for the WEL Foundation, your gift of securities, mutual funds, bonds, or IRAs and Keoghs helps you reduce your capital gains tax liability and income taxes. Call us at 215-354-3193.

Click here for the Commonwealth of Pennsylvania
Bureau of Charitable Organizations registration information.