All gifts, large and small, are welcome and help Friends House serve elderly Friends and others who have limited financial resources.  We are also grateful for memorial gifts, gifts commemorating birthdays or anniversaries, and other occasions.

    Donors may choose how they would like to have their gifts used.  Their donations can be designated for the General Endowment Fund so that income from the gift is available for use each year while the principal is left intact to provide further earnings.  Or, donors may choose to have their gift used where it would have a significant and immediate impact.

    If you are interested in investing in the future of Friends House and would like to help elders make it their home regardless of their resources, we would like to work with you to develop a plan that would meet your financial needs.

Ways to Invest in the Future of Friends House*

*All forms are downloadable, and are in Microsoft Word format.  Just click on the form to open for printing, or make a right-click and choose "Save Link As" to save the form to your PC.

Cash  Click here for more information.

• an outright gift of cash or check

• monthly payment plan by electronic transfer

• residents monthly payment plan with rental billing

• monthly contribution pledge form                                 (downloadable form)

Interest-free loan agreement     Click here for more information.

• interest-free loan form                                                     (downloadable form)    

Charitable transfer of stocks, bonds, and mutual funds Click here for more information.

• directions for charitable transfer of shares of stock    (downloadable form)

• donor’s letter to stockbroker                                           (downloadable form)

• irrevocable stock or bond power form                          (downloadable form)

Gift of real estate or other property  Click here for more information.

A gift of a personal residence or farm with a retained life estate  
Click here for more information.

Life income plans —make a gift to Friends House and get income for life for you or loved one.  Friends House has partnered with the highly respected and financially sound Friends Fiduciary of Philadelphia to offer several life income plans.

Charitable Gift Annuity  Click here for more information.

• benefits of a charitable gift annuity                                       (downloadable form)

• request a free personal illustration with no obligations      (downloadable form)

• charitable gift annuity application form                                (downloadable form)

• directions for stock transfer into a charitable gift annuity  (downloadable form)

• gift annuity disclosure statement                                          (downloadable form)

Charitable remainder unitrust  Click here for more information.

• more information on a charitable remainder unitrust         (downloadable form)

Donate income to Friends House from assets in a trust while living, but leave assets to heirs

• charitable lead trust     Click here for more information.

Charitable bequests - tax deferred funds        Click here for more information.  

• designate Friends House as beneficiary of your IRA, 401k, 403b or other tax-deferred retirement account                                             (downloadable form)

Charitable bequests - life insurance   Click here for more information.

• life insurance beneficiary                                                        (downloadable form)

Have you remembered Friends House in your will?  Click here for more information.  

• your will—an act of faithful stewardship                                 (downloadable form)  

For additional information or to arrange a confidential gift planning consultation, without obligation, contact:

Richard Barnes, Director of Advancement and Development
Friends House Retirement Community
17340 Quaker Lane
Sandy Spring, MD 20860
540.290.0476