Let’s make this make sense.
For everyone.
Aging affects us all. Surrey’s flexible partnerships and community-driven model create solutions that benefit older adults, caregivers, businesses, and society at large. Join us in building a future that works for everyone.
Ways to Give
Outright gifts
Make an immediate impact with a one-time donation by cash, check, credit card or matching gift. Help Surrey change the way we age right away.
Recurring gifts
Help Surrey build a future of strength. Become a consistent donor with a monthly gift that sustains and expands Surrey’s programs and services.
Tribute gifts
Honor someone special or celebrate someone’s legacy by making a gift in the individual’s name.
Planned Giving
Leave a lasting legacy by including Surrey in your will or trust – a gift that helps build the future we all want to grow older in.
Qualified Charitable Distribution (QCD)
A QCD is a tax-efficient way for those 70 ½ or older to donate from their IRA, while also counting towards your annual Required Minimum Distribution.
Stock Donations
Donating stocks allows you to avoid capital gains tax and often take a charitable deduction for the full value of the asset.
A Personal Vision of Giving
Planned Giving, also known as legacy giving, includes trusts, life insurance, bequests, gift annuities, gifts of real estate and more. Because planned gifts come in a variety of forms, donors can choose an option that best fits their financial situation, and reflects their enthusiasm and vision for the future. With thoughtful planning, it is a win-win for you and Surrey.
Support Essential Services
Surrey’s vital transportation programs can provide more essential rides thanks to a bequest by Monika Krug. Monika was a longtime volunteer at Surrey, helping in the Surrey Consignment Shop and on fundraising committees.
Through this volunteer experience, she saw how difficult it is for older adults who can no longer drive and how important Surrey transportation services are for rides to medical appointments, essential errands, and to Surrey centers. As Sue, a rider wrote, “Surrey’s driver helped relieve the anxiety I felt about my medical procedure. He was cheerful and even made me laugh. That helped me immensely.”
Monika bequeathed her car to the program, and it was immediately put into use helping those Monika most wanted to assist. Let Surrey know your plans here.
We are excited to work with you to find ways to give that best meets your philanthropic needs and interests. If you have questions or need additional information, please call Dana Heiman at 484-321-6104.
Donor Privacy Statement: Surrey will not share or sell a donor’s personal information with anyone else, nor send donor mailings on behalf of other organizations.
