Planned giving enables donors to make gifts using estate and tax planning techniques to provide for both Tel Hai and their own personal legacy planning while maximizing the impact of the gift.

The Development Office works with professional partners to administer our planned giving program including wills, trusts, charitable gift annuities, revocable gifts, irrevocable gifts, etc.  Donors are encouraged to talk with their own financial advisors, accountants, or attorneys when considering planned gifts.

Download Last Will & Testament Language Information

To discuss your giving options, please contact the Development Office directly at 610-273-9333 ext. 2036 or email telhaidevelopment@telhai.org.

For those aged 70 ½ or older, tax-favored charitable gifts from traditional and Roth IRA accounts, known as Qualified Charitable Distributions (QCD), may be part of your legacy planning.

To initiate a QCD, contact your IRA administrator.  As with any decision involving your financial or estate plans, we urge you to seek the advice of professional counsel when considering a gift to Tel Hai.

Download Donating IRA Distributions to Charity

Since our founding, individuals dedicated to our mission have set up planned gifts for the benefit of providing quality care for seniors. Some donors included us as a beneficiary of their will, retirement plan (401(k), 403(b), IRA, etc.) or life insurance policy to continue their annual support for generations to come.

When you make a planned legacy gift to Tel Hai, you are inducted into the Heritage Society. You’ll receive exclusive membership benefits and ongoing recognition for helping to ensure Tel Hai’s future.

To discuss your giving options, please contact the Development Office directly at 610-273-9333 ext. 2036 or email telhaidevelopment@telhai.org.