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Gift Planning

50th Reunion Giving

haverford50reunion.jpg Your 50th Reunion is a time to remember and to celebrate your Haverford experience, to reconnect with old friends and to become acquainted with the College today. In honor of this milestone, we encourage you to consider how your reunion gift will help to perpetuate Haverford for future generations of students.

What Makes up the 50th Reunion Gift?
There are three categories of gifts that count toward 50th Reunion giving—current gifts, life income gifts and deferred gifts. We encourage you to consider making both a current and a life income or a deferred gift) in honor of your 50th Reunion.

Current Gifts
There are two kinds of current gifts and all are credited to the 50th: Annual Fund gifts and Other Outright Gifts.

  • Gifts to the Annual Fund are the top priority for the College and can be made any time during the year of your 50th Reunion.
  • Other Outright Gifts are gifts made since the 45th Reunion to other purposes at the College, such as scholarship funds, faculty support, and the Arboretum.

Life Income Gifts
Life income gifts made since the 45th Reunion and before the 50th Reunion will be counted in the 50th Reunion Class Gift. However, the life income stream may be deferred until a later date if you choose.

  • Charitable Gift Annuities (minimum gift $25,000)
  • Charitable Remainder Trusts (minimum gift of $100,000 if Haverford serves as trustee)

Deferred Gifts that will be paid to the College at a future date must be established and documented by June 30th of your 50th Reunion year. Future gifts include:

  • Will provisions
  • Beneficiary designations for retirement accounts, annuities and life insurance policies

Making a Difference by Making Your Gift to Haverford
Please consider participation in the 50th Reunion Class Gift. Special outright gifts, life income gifts and deferred gifts can be designated by the donor for a specific purpose, such as scholarship aid, faculty development, etc. Your support of Haverford now will make a difference for the next generation of Haverford students. Please contact the Gift Planning Office to learn more and to begin planning your 50th Reunion gift. We look forward to seeing you and celebrating with you on campus!

Contact Steve Kavanaugh for more information—610-896-1141; skavanau@haverford.edu.

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A charitable bequest is one or two sentences in your will or living trust that leave to Haverford College a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Haverford College [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Haverford or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Haverford as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Haverford as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Haverford where you agree to make a gift to Haverford and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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