Leave A Legacy

Give Beyond a Lifetime. Strengthen Our Region Forever.

Create lasting impact through charitable giving that reflects your values and supports the future of the greater Pottstown region.

Planned giving through the Pottstown Regional Community Foundation (PRCF) is a meaningful way to support the causes that matter most to you, including education innovation, health intervention, economic opportunity, and community well-being. Your legacy gift helps build a stronger, more equitable region for future generations.

What Is Planned Giving?

Planned giving allows you to include charitable support as part of your long-term financial or estate planning. Through PRCF, you can choose flexible and tax-efficient giving options that align with your personal goals while ensuring a lasting benefit to the community.

Planned gifts can be arranged during your lifetime or established through your will or trust, often without changing your current financial situation. These gifts ensure your commitment to local progress continues for years to come.

Legacy Gift Options

Your planned gift can be customized to reflect your circumstances, your family needs, and your philanthropic priorities. Below are several ways to create a meaningful legacy with PRCF.

Bequests in a Will or Trust

Include PRCF in your will or living trust to direct a specific amount, a percentage, or the remainder of your estate to support the region. This simple and flexible approach allows you to make a future gift while maintaining control of your assets during your lifetime.

Retirement Plan Beneficiary Designations

You can name PRCF as a beneficiary of your IRA, 401(k), or other retirement accounts. Retirement assets are often subject to taxation when passed to heirs. Leaving them to a qualified charity like PRCF may help reduce your estate’s tax burden while creating lasting community impact.

Life Insurance Gifts

If you have a paid-up or unneeded life insurance policy, you can name PRCF as a full or partial beneficiary or transfer ownership of the policy. This is an easy way to turn an existing asset into a charitable legacy. In some cases, continuing premium payments on a donated policy may qualify for tax deductions.

Qualified Charitable Distributions (QCDs)

If you are 70 and a half or older, you can give directly from your IRA to PRCF, up to $100,000 annually. These direct transfers can satisfy all or part of your required minimum distribution and may lower your taxable income. This option lets you support your community in a tax-efficient way.

Real Estate or Appreciated Assets

You can donate appreciated assets such as real estate, stocks, or mutual funds to PRCF. By transferring these assets directly, you may avoid capital gains taxes and maximize the impact of your charitable contribution. These gifts can provide significant tax advantages while supporting long-term community investment.

Why Choose PRCF?

As a public community foundation, PRCF brings together strategic investment, regional insight, and personalized service to ensure that every gift delivers lasting impact.

Trusted Stewardship

As a public community foundation, PRCF manages all funds with transparency and care. Every dollar is invested strategically to ensure your gift has enduring impact.

Community Focus

Your legacy gift stays right here in the greater Pottstown region. PRCF supports programs and initiatives within ten miles of Pottstown, including western Montgomery, northern Chester, and eastern Berks Counties. Your generosity strengthens the place you call home.

Flexibility and Customization

We work with you and your professional advisors to design a giving plan that meets your philanthropic and financial goals. You can support an existing fund or establish one in your name to create a legacy of impact.

Already Included PRCF in Your Plans?

If you have already included PRCF in your will, trust, or estate documents, please let us know. Sharing this information ensures we can honor your intentions and recognize your generosity appropriately.

Pottstown Regional Community Foundation is formerly known as Pottstown Area Health & Wellness Foundation

Fund Your Legacy

You can direct your planned gift to one or more of the following:

  • Donor Advised Fund for flexible family-guided giving

  • Field of Interest Fund focused on causes you care about most

  • Designated Fund that supports a specific nonprofit organization

  • General Support Fund to address the region’s most pressing needs

We work with you and your professional advisor to create a plan that reflects your philanthropic goals. There is no minimum amount required to create a planned gift. All discussions are confidential and personalized to your goals.

Legacy Planning Resource

Visit our Tools and Resources page for downloadable materials, sample bequest language, and helpful information to assist you and your advisors with your estate planning and legacy giving.