Skip to Content

Gift Planning

Donor Stories

Peter B. Flint

Marianne and Peter B. Flint '50

Endowed Scholarships—Marianne and Peter B. Flint '50
After the death of her beloved husband, Marianne Flint chose to honor his memory by establishing the Peter B. Flint 1950 Memorial Scholarship Fund. More

 

Roger Foster and Baiba Grube

Roger Foster '57 and Baiba Grube

Haverford Guides Principles and Nurtures Passions: Music, Medicine and More
Generations of his family attended Yale. So when it came time to choose a college, what did Roger Foster ’57 do? He chose Haverford.  More

 

The Climbing Stone

Peter Rockwell '58, P'82

Seals His Commitment to Haverford in Stone
...literally. The Climbing Stone, created on campus and gifted to Haverford in 1990, sits beside Magill Library. “I like to do sculpture for people to climb on,” Peter Rockwell ’58, P’82 asserts. Why? He cannot say exactly. “I just do. It’s sort of fun.”  More

 

Students in lab

Haverford Faculty

Inspiring Future Generations of Students
Haverford’s academic excellence and high student achievement hinges upon its faculty. Today’s students benefit from some 135 scholars—all exceptional teachers and all at the top of their fields. Since the College’s founding, the student-faculty ratio has remained low (currently 9:1), and faculty blend mentorship with collaboration, resulting in an extraordinary academic experience for students.  More

 

Sheila Sachs and William Marsden, Jr.

Allen Fischer '59 and Renate Belville

Having it Both Ways
Sometimes you can have it both ways—you can give and receive," Allen Fischer '59 wrote to his classmates in a 1995 fundraising letter for Haverford. At the time, he was the deferred class giving representative whose charge was to extol the virtues of bequests and tax-advantaged giving options.  More

 

Sheila Sachs and William Marsden, Jr.

Sheila Sachs and William Marsden, Jr. '78

Passionate About Haverford and the Power of Planned Gifts
William J. Marsden, Jr. '78 and Sheila K. Sachs share similar passions: they have found professional satisfaction and success as attorneys; they both love Haverford and serve on the Board of Managers together; and they believe in the power of planned gifts such that both are planned giving donors and planned giving co-chairs for Lives That Speak: The Campaign for Haverford. More

 

Merlin Packard

Merlin Packard '50

Gives Back to Haverford
Merlin Packard '50 first set foot on the Haverford College campus on the first day of his freshman year. "I packed a suitcase and took a train from Boston to the Paoli local," he remembers. He'd applied on the advice of the dean of students at Andover. More

 

Julie Min Chayet

Julie Min Chayet

Life Planning 101
Growing up as the child of psychiatrists, I have counseled people in need as second nature. Haverford reinforced this drive by instilling in me a responsibility to be a contributing member of society. More

 

Marsh Greenberg

Marsh Greenberg

"Haverford Chose Me...I Went to the Best Place for Me"
Not all that long before Marsh Greenberg enrolled, he hadn't even heard of the place. Now he's such a fan that his son has followed him to Haverford. Says Marsh, "I appreciated Haverford even more after accompanying David on a tour of the other small liberal arts colleges in the Northeast." More

 

The Gardiners

Beth and J. Brooke Gardiner

A Lifetime of Good Decisions
J. Brooke Gardiner '51 doesn't just give back...he does so in smart ways! It started with matching gifts and now he has taken his support to the next level by funding a charitable gift annuity with appreciated stocks. Talk about getting the most from your generosity. More

 

The Goulds

John and Judy Gould

Deferred Gift Annuities
Just as John W. Gould '61 knew Haverford was the place for him so many years ago, he knew a Deferred Gift Annuity was the right fit as well. More

 

The Frasers

Barbara and David Fraser '65

Will Provisions
David Fraser '65 remembers his father offering him only one piece of life advice, and it was about Haverford. Grant Fraser '36 told his son to "get to know the athletes." David recalls, "I think he thought that they were more well rounded than other folks. More

 

The Beevers

Barbara and Charles Beever '74

College Annuity Plans
Charles Beever '74 and his wife Barbara were concerned that they would not be able to set aside as much as they wanted for their three granddaughters' college educations and support Haverford College—one of their top charitable priorities—at the same time. More

 

Pat and Bob Gorchov '67

Pat and Bob Gorchov '67

Bequests
Bob Gorchov is a passionate supporter of Haverford College who can look back and think of several experiences that inspire him to give. More

 

Franklin Willard Smith '28

Franklin Willard Smith '28

Scholarships
Franklin's fondness for Haverford was demonstrated through his generous bequest to the College. His will provision established a scholarship fund in his name which continues to support several Haverford students each year. More

 

Tim Harvey '02

Tim Harvey '02

Will Provisions
"When I first walked on campus, then a junior in high school, I felt a sense of comfort and ease with the environment and student body—like Haverford was a place I would be able to grow as a student and a person. More

 

Lisa Lexa and David Wilson '67

Lisa Lexa and David Wilson '67

Deferred Gift Annuities
David says, "The deferred payment annuities provide guaranteed build-up in addition to a generous tax deduction, a reliable cash stream, and a significant way to support the College. Although it's a cliché, this kind of contract really is a win-win." More

 

Joan and George Parker '60

Joan and George Parker '60

Charitable Remainder Unitrusts
With a laugh, George Parker says, "I was probably about six or eight before I realized the world was not entirely populated by Quakers." Growing up at the Westtown Friends School in Pennsylvania, where his parents were teachers, gave his young life a certain... More

 

Donald Stone '59

Donald Stone '59

Will Provisions
Donald Stone '59 was one teen-ager who knew what he wanted. Even though his hometown of Saranac Lake, New York, was small, the high school curriculum was rigorous and provided an excellent grounding for college-bound students. He decided to look beyond the New York schools that were recruiting him, went to the library and checked out the... More

 

Twink and Jim Wood '50

Twink and Jim Wood '50

Gifts of Real Estate
There was a strong Haverford tradition in the Wood family. Jim Wood graduated in 1950, his father L. Hollingsworth Wood graduated in 1896, and his grandfather James Wood received his master's degree in 1870. More

 

David Willis

David Willis

Gifts of Artwork
David Willis has spent a lifetime assembling an impressive variety of paintings, etchings, pencil drawings, and... More

 

Nancy and Bill Newmeyer '57

Nancy and Bill Newmeyer '57

IRA Rollover Gifts
Aided by his financial advisor, Bill and his wife reviewed their finances when the law on giving an IRA to a charity was passed. They concluded that the tax advantages to making such a gift were worthwhile and made Haverford the beneficiaries of two IRAs. More

 

Fred Sanford

Fred Sanford '62

Endowed Scholarships
Shortly after his admission interview with Bill Ambler '45, then director of admission at Haverford, Fred Sanford '62 knew that he wanted to come to Haverford as a freshman in the fall of 1958. More

 

Charlotte Lutton

Charlotte Lutton

Charitable Remainder Unitrusts
Charlotte Lutton persevered through a tragic loss that had a profound impact on both her personal and professional life. More

 

Jim Dahlberg

Jim Dahlberg

Family Ties
One might describe the Dahlberg brothers (Albert '60 and James '62) as a "Haverford family," but that doesn't do justice to the whole story. Indeed, both of them attended the College (as did Jim's daughter Lina '01) but the family connections that influenced their respective paths in life go well beyond simply graduating from the same school. More

 

eBrochure Request Form

Please provide the following information to view the brochure.

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.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.