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Gift Planning

Choosing to Do More for Haverford

Courtney and Donna Neff

Courtney and Donna Neff P'97

Our daughter, Adrienne, graduated from Haverford in 1997 and we are grateful for the fine education that she received at the College. The Honor Code and the emphasis on social justice at Haverford are particularly important to us. We both attended large Midwestern universities that could never offer the kind of individual attention from the excellent, caring faculty that Adrienne found at Haverford.

Following her graduation from Haverford, Adrienne earned her law degree at the University of Washington. She currently works for Manhattan Legal Services, where she helps low-income disabled New Yorkers with civil legal needs like housing, public benefits, health care, special education, and accommodations under the Americans with Disabilities Act.

We have supported Parent Giving over many years to help provide Haverford's unique opportunities to current students. After we retired, we decided to do more for Haverford. We felt that a charitable gift annuity was most appropriate for our financial situation because it provides future funds to the College while assuring a lifetime income for the two of us at an attractive payout rate based on our ages.

This made sense for us in retirement, though it also could play a part in comprehensive estate planning. We did not have appreciated securities with which to fund the gift, but that option may have even greater tax benefits for donors.

We encourage other Haverford parents and alumni to consider a charitable gift annuity or one of several other forms of planned gifts to Haverford. By doing so, you will extend the College's positive impact to future generations of students. You will also strengthen your ties to the Haverford community by becoming a member of the Jacob P. Jones Society.

Benefit From Your Generosity

When you establish charitable gift annuity at Haverford College, you'll not only feel good about making an impact on Haverford, you'll receive a dependable income for life. To learn more, contact Olga Briker at 610-795-6079 or obriker@haverford.edu.

eBrochure Request Form

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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 give to Haverford College, a nonprofit corporation currently located at 370 Lancaster Avenue, Haverford, PA 19041, or its successor thereto, ______________* [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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 may qualify for a federal income tax charitable deduction when you itemize. 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.