Planned Giving

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you. Discussing your charitable intentions with us can lead to a much better result than going it alone — and will ensure that your gift is used just as you wish. We can provide valuable information about any of the creative giving techniques mentioned in these planned giving pages.

Act now to take the steps you need to be a good steward of the resources you intend to leave behind. You can contact me below, or use our request for information form to get more information.

Dana M. Heiman, CFRE
Chief Advancement & Communications Officer
Surrey Services for Seniors, Inc.
60 Surrey Way
Devon, PA 19333
P: 484-321-6104
E: dheiman@surreyservices.org

Jill Whitcomb
President and CEO
Surrey Services for Seniors, Inc.
60 Surrey Way
Devon, PA 19333
P:(610) 647-6404
E: JWhitcomb@SurreyServices.org