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   Alumni Relations & Development

Charitable gifts reward donors in many ways. You can experience satisfaction in supporting a worthy cause and in the excitement of seeing your gift make a positive change. There are also financial benefits to be gained from making a charitable gift through tax advantages and the retention of lifetime income from the donated asset. Following are the vehicles a donor can use to make a gift to Philadelphia College of Osteopathic Medicine:
 

Gifts of Cash
Gifts by Wire Transfer
Gifts of Securities
Planned Giving
Annuities
Tribute Gifts/Memorials
Corporate Matching Gifts
PCOM Gift Societies

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Gifts of Cash

Gifts of cash are the easiest and most direct way to give to PCOM.  There are a number of
ways to make your gift:

1. Make a credit card gift online

2. Call 800-739-3939 and charge your gift to Visa, MasterCard, AMEX or Discover.

3. Send a check or money order, payable to PCOM Foundation to:

Philadelphia College of Osteopathic Medicine
Office of Alumni Relations and Development
4180 City Avenue
Philadelphia, PA 19131-1695

If you have any questions, please call 800-739-3939.

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Gifts by Wire Transfer

Many have discovered the ease of giving through payroll deduction.  If your paycheck is automatically deposited, you can make your gift to PCOM through wire transfer.  Call Connie Ennis, Information Services Manager at 800-739-3939 or email her at conniee@pcom.edu.

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Gifts of Securities (Stocks, Bonds, Mutual Funds)

Preferred Method of Stock Wire Transfer

Brokerage:
Gus Langford
Stock Cross Select
2000 Market Street
Suite 1850
Philadelphia, PA 19103
800-545-7773 Ext. 3823
Fax 215-640-9922
guslangford@stockcross.com

DTC: #0226
PCOM Account #: TSP105384

1. Broker's DTC number
2. Name of Donor
3. Donor's Account Number
4. Name of stock, CUSIP# and number of shares being transferred

Please provide the Office of Alumni Relations and Development (215-871-6120 or e-mail) with the name of the donor, and name of stock and number of shares so that we may provide the donor with a college receipt.

For stock certificates to be delivered to PCOM:

Please send to:

Philadelphia College of Osteopathic Medicine
Office of Alumni Relations and Development
4180 City Avenue
Philadelphia, PA  19131

Be sure to send (or deliver) the stock power in a separate mailing.

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Planned Giving

Planned giving or charitable gift planning refers to the process of making a charitable gift of estate assets to one or more nonprofit organizations, a gift that requires consideration and planning in light of the donor?s overall estate plan.

Such gifts usually include legal documents and often require the assistance of a qualified professional advisor to complete.  Because of the size and the potential impact of such gifts, a donor should consult with his or her professional advisors before completing the process.  PCOM will provide several appropriate advisors to interested alumni.

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Gift Annuities
Charitable gift annuities are a simple way to give back to PCOM while receiving a life-time annuity. When you make a charitable gift annuity to PCOM ($10,000 minimum), you are entitled to an immediate tax deduction for a portion of your gift. PCOM will make payments to you and/or your beneficiary(ies) for as long as you choose. The rate depends on your age when you make a gift. And a portion of the payment may be tax-free. At the appropriate time, PCOM will use the gift annuity to support the academic programs of the College. During your lifetime, PCOM keeps your gift annuity fully invested, managed and administered by its bank partner. When the College receives the gift annuity, it becomes part of the PCOM Foundation endowment. In this way, your gift lasts in perpetuity.

For more information on the annuity program or for a personal, no-obligation analysis of the income and tax benefits based on the birth date(s) of your incomes beneficiary(ies), contact the Office of Alumni Relations & Development, 4180 City Avenue, Philadelphia, PA 19131; 800-739-3939.



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Bequests

A bequest for the benefit of the College can be included in the body of your will or in an
addition to it (a codicil).  To name PCOM as the beneficiary, you should use the legal name of the non-profit corporation serving as the fiscal agent to receive gifts: Philadelphia College of Osteopathic Medicine Foundation.  For example:

• Unrestricted Gift
A gift that can be used where need or opportunity is greatest:
I give to Philadelphia College of Osteopathic Medicine, a non-profit 501(c)(3) corporation, located in Philadelphia, PA the sum of $_______* for its general purposes.

• Gift for a Specific Purpose
I give to Philadelphia College of Osteopathic Medicine,, a non-profit 501(c)(3) corporation, located in Philadelphia, PA the sum of $_______* to be used for [state purpose].

• Perpetual Endowment Fund
A gift that benefits us in perpetuity:
I give to Philadelphia College of Osteopathic Medicine,, a non-profit 501(c)(3) corporation, located in Philadelphia, PA the sum of $_______*, to be used as a permanent endowment, the income only from which shall be used for its general purposes (or describe the specific purpose, if desired).

• Residuary Bequest
Leaves any remainder after all other bequests have been paid:
All the rest, residue, and remainder of my estate, both real and personal, I give to Philadelphia College of Osteopathic Medicine,, a non-profit 501(c)(3) corporation, located in Philadelphia, PA for its general purposes.

• Contingent Bequest
Takes effect only if a primary intention can't be met:
If (name of beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to Philadelphia College of Osteopathic Medicine, a non-profit 501(c)(3) corporation, located in Philadelphia, PA all of the rest, residue, and remainder of my estate, to be used for its benefit.

• Safety Language
Language added whenever a gift is restricted:
In the event the purposes of the restriction, in the opinion of the Board of Trustees of Philadelphia College of Osteopathic Medicine, can no longer be served, the Board may devote any remaining assets exclusively for charitable purposes that: (a) are within the scope of the charitable purposes of Philadelphia College of Osteopathic Medicine, and (b) most nearly approximate the original purpose of the gift.

* Rather than leaving a sum certain, you can include language that refers to a percentage of your estate or a description of the property you wish to give.

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A Tribute Gift...to honor or memorialize a friend

A Tribute Gift is a meaningful expression to honor or memorialize friends, relatives or colleagues, while at the same time supporting Philadelphia College of Osteopathic Medicine. When you make a Tribute Gift to PCOM, the person or family you designate is immediately
sent an appropriate card acknowledging your gift made in their name. The amount of your
gift is shown only on the receipt mailed back to you. All tribute gifts are listed in the College's annual report.

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Corporate Matching Gift Programs  

Double or Triple Your Support with Matching Gifts

What is a matching gift?

Nearly 1,000 U.S. companies have matching-gifts programs. These companies recognize the importance of private support for higher education through charitable support and will match the gifts their employees make to PCOM. Some companies match gifts made by retirees, officers of the board, spouses and/or domestic partners.

Why should I match my gift?

 

It is an easy way to increase your support to Philadelphia College of Osteopathic Medicine.
You can more than double your gift, depending on your company?s match ratio, earning greater credit and recognition for each matching gift. When we publish our annual Report of Donors, you will be listed as having given the total amount of your gift and the matching amount provided by your company. For example, if you gave $1,000 and your company provides a 2:1 match, you will be listed among the $3,000 donors. You can also ensure that your company?s name will be included among the corporate supporters of PCOM.
(Please note that the company?s matching gift credit is for PCOM recognition only and not for tax purposes. Gifts must meet all company guidelines; rules vary from company to company.)

How can I match gifts?

To find out if your employer has a matching gift policy, please contact Connie Ennis, Assistant Director of Information Services, by phone at 1-800-739-3939 or 215-871-6120 or by email at ConnieE@pcom.edu. Enter your company's name and their guidelines and procedures will be stated for authorizing the match. In most cases, matching gift forms may be obtained through the company?s human resources department.



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Giving Societies


The President's Leadership Circle of Contributors

The 1899 Society
             Cumulative giving of $50,000 +
Founders' Society            $25,000 +
President's Fellows          $10,000 to $24,999
President's Scholars        $5,000 to $9,999 
President's Benefactors   $2,500 to $4,999  
Dean's Club                       $1,000 to $2,499   

Gift Clubs

Gold Club        $750 to $999
Silver Club       $500 to $749 
Bronze Club     $250 to $499 
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Last Updated: 10/10/14