More Ways to Give

Support the Home in the way that works best for you.

There are many meaningful ways to support the Margaret E. Moul Home. Whether you give today, use appreciated assets or retirement funds, or create a lasting legacy, your generosity helps residents live with independence, dignity, and a true sense of home.

Explore Your Options


Ways to Give


Find a giving option that fits your goals.


Every gift helps strengthen the Margaret E. Moul Home. Explore the options below to find a way of giving that fits your circumstances, your financial plans, and the difference you want to make.

DAF

Donor-Advised Funds

Recommend a grant from your donor-advised fund to support the Home today or as part of your future charitable plans.

Learn More  →
IRA

Qualified Charitable Distributions

Eligible donors may be able to make a charitable gift directly from an IRA while supporting the mission of the Home.

Learn More  →
WILL

Gifts in Wills & Trusts

Include the Margaret E. Moul Foundation in your estate plans and help protect the future of the Home for generations to come.

Learn More  →
NAME

Beneficiary Designations

Name the Margaret E. Moul Foundation as a beneficiary of a retirement account, life insurance policy, bank account, or other asset.

Learn More  →
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Gifts of Stock & Appreciated Assets

Gifts of appreciated securities or other assets can provide meaningful support while offering potential tax advantages.

Learn More  →
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Advanced Giving Options

Charitable trusts, gift annuities, and other planning strategies may offer additional ways to support the Home while meeting personal or family goals.

Learn More  →

A Lasting Legacy

Planning a legacy gift?

A gift in your will, trust, beneficiary designation, or other long-term plans can help protect the future of the Margaret E. Moul Home for generations to come.

Stewards of the Home recognizes individuals and families who make that lasting commitment. There is no minimum gift required—membership reflects your commitment to the future of the Home, not the size of your gift.

Visit Stewards of the Home  →
♥

Our Foundation

The Margaret E. Moul Foundation

The Margaret E. Moul Foundation exists solely to support the Margaret E. Moul Home and its residents. Gifts to the Foundation help protect and strengthen the Home for the future while supporting the programs, services, and quality of life that make the Home special.

EIN: 23-2546808

Let’s Connect

Questions? We’d be glad to help.

We’re here to answer your questions and help you explore the giving options that may be right for you.

Please reach out to discuss how your generosity can make a difference at the Margaret E. Moul Home.

Mark Misitano

Mark Misitano

Director of Visibility and Development
Margaret E. Moul Home

2050 Barley Road
York, PA 17408

717-767-6463

development@margaretemoul.org

Giving Details & Instructions

Looking for more information?

Explore the details below for each giving option. If you have questions, we encourage you to contact us or speak with your financial, tax, or legal adviser about your individual circumstances.

Donor-Advised Funds

Recommend a grant from your donor-advised fund.

If you have a donor-advised fund, you may recommend a grant to support the Margaret E. Moul Home and its residents.

Your donor-advised fund is held by a sponsoring charitable organization. You may recommend grants from that fund, while the sponsoring organization retains legal control of the assets.

When recommending your grant, please include your name and contact information when possible so we can acknowledge your generosity and keep you informed about the impact of your support.

Information for Your Fund Sponsor

Organization

Margaret E. Moul Foundation

EIN

23-2546808

Mailing Address

2050 Barley Road
York, PA 17408

Questions? Contact Us
Please note: Donor-advised fund policies and individual tax circumstances vary. Please consult your fund sponsor or professional adviser regarding your specific situation.

Qualified Charitable Distributions

Give directly from your IRA.

If you are age 70½ or older, you may be able to make a Qualified Charitable Distribution, or QCD, directly from your IRA to the Margaret E. Moul Foundation.

A QCD must generally be paid directly from the IRA trustee to an eligible charitable organization. When the requirements are met, the distribution may be excluded from taxable income and may also count toward all or part of your required minimum distribution.

Because QCD rules and annual limits can change, we recommend contacting your IRA custodian or tax adviser before making the distribution.

QCD at a Glance

Age:
You must be at least 70½ when the distribution is made.

Account:
Generally made from an IRA; ongoing SEP and SIMPLE IRAs are excluded.

Payment:
The distribution should be made directly by the IRA trustee to the eligible charity.

RMD:
A qualifying distribution can count toward your required minimum distribution.

Charitable deduction:
A QCD that is excluded from income is not also claimed as a charitable contribution deduction.

Please note: QCD eligibility, annual limits, and tax treatment depend on your individual circumstances and may change over time. Please consult your IRA custodian, tax adviser, or financial adviser before making a distribution.

Gifts of Stock & Appreciated Assets

Turn appreciated assets into meaningful support.

Gifts of publicly traded stock and other appreciated assets can be a meaningful way to support the Margaret E. Moul Home.

Depending on the type of asset, how long you have owned it, and your individual tax situation, donating appreciated property may offer different tax treatment than selling the asset and giving the proceeds.

Please contact us before initiating a transfer so we can provide the correct receiving information and make sure your gift is properly identified and acknowledged.

Before You Transfer

Contact us first.
We can provide the current brokerage or transfer instructions needed for your gift.

Tell us what is coming.
Brokerage transfers often arrive without the donor’s name attached. Letting us know in advance helps us identify and acknowledge your gift promptly.

Keep your records.
Your adviser can help determine the appropriate valuation and documentation for your specific gift.

Contact Us Before a Transfer
Please note: The value, deductibility, and tax treatment of gifts of securities and other property depend on the asset and your individual circumstances. Please consult your tax, legal, or financial adviser before making a noncash gift.

Beneficiary Designations

Name the Foundation as a beneficiary.

A beneficiary designation can be a simple way to create a meaningful future gift without changing your will or trust.

You may be able to name the Margaret E. Moul Foundation as a primary or contingent beneficiary of a retirement account, life insurance policy, bank account, investment account, or other financial asset that allows beneficiary designations.

You may designate all or a percentage of the account, depending on the options provided by your financial institution or plan administrator.

How It Works

1. Contact your provider.
Request or access the beneficiary designation form for your account, policy, or financial asset.

2. Name the Foundation.
Use the legal name Margaret E. Moul Foundation and EIN 23-2546808.

3. Choose your percentage.
Your provider can explain the options available for naming one or more beneficiaries.

4. Let us know, if you wish.
Telling us about your plans gives us the opportunity to thank you and welcome you as a Steward of the Home.

Learn About Stewards of the Home
Please note: Beneficiary designation rules vary by account, policy, and financial institution. Please consult your plan administrator and professional advisers regarding your individual circumstances.

Gifts in Wills & Trusts

Create a lasting gift through your estate plans.

Including the Margaret E. Moul Foundation in your will or trust is one way to help protect the future of the Margaret E. Moul Home while preserving flexibility during your lifetime.

Your gift may be expressed as a specific dollar amount, a percentage of your estate, or all or part of what remains after other obligations and gifts have been fulfilled.

If you have already included the Foundation in your plans, we would be honored to know so we can thank you and, if you wish, welcome you as a Steward of the Home.

Common Ways to Structure a Gift

A specific amount
Designate a stated dollar amount to the Margaret E. Moul Foundation.

A percentage
Leave a percentage of your estate to the Foundation.

A residuary gift
Give all or part of what remains after other gifts, expenses, and obligations have been satisfied.

A contingent gift
Name the Foundation to receive a gift if another beneficiary does not survive you or another condition is not met.

Learn About Stewards of the Home

Sample Bequest Language

“I give to the Margaret E. Moul Foundation, a nonprofit organization located in York, Pennsylvania, [the sum of $_____ / _____% of my estate / the remainder of my estate], to support the Margaret E. Moul Home and its residents.”

Margaret E. Moul Foundation | EIN: 23-2546808
Please share this language with your attorney before using it. Estate-planning language should be reviewed for your individual circumstances.

Advanced Giving Options

Explore more specialized ways to give.

Some donors choose charitable strategies that combine philanthropy with income, estate, or financial planning goals.

These arrangements can be more complex than an outright gift and should be considered with the guidance of your attorney, tax adviser, or financial adviser.

If you are exploring one of these options, we would be glad to speak with you and your advisers about how a future charitable gift could support the Margaret E. Moul Home.

Options You May Wish to Explore

Charitable Remainder Trusts

An irrevocable trust can provide payments to you or other beneficiaries for a period of time, with the remaining assets ultimately passing to one or more charitable organizations.

Charitable Gift Annuities

A charitable gift annuity is an arrangement in which a charitable gift is made in exchange for fixed payments to one or more individuals. Availability and terms depend on the organization or charitable partner offering the annuity.

Start a Conversation
Please note: Charitable trusts, gift annuities, and other advanced planning strategies involve legal, tax, and financial considerations. The Margaret E. Moul Home and Margaret E. Moul Foundation do not provide legal, tax, or financial advice. Please consult your professional advisers before establishing any such arrangement.