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Gift Planning

Jacob P. Jones Society Members

Jacob P Jones Society

1932
Mrs. Rudolf M. Wertime

1935
Rowland G. Skinner

1936
George B. Bookman

1937
Mrs. Roger Greif

1939
Mrs. William E. Evans
Mrs. John A. Flick
Maurice A. Webster, Jr.

1940
Francis J. Chen
Mrs. Suska K. Massey

1941
Eugene G.E. Botelho
Mrs. Robert N. Evert
Mrs. Jan W. Long
Mrs. James B. Longley
Mrs. James M. Willis

1942
John D. Farquhar
Theodore Lawrence
Kenneth S. Roberts

1943
Robert Cryan
J. Morris Evans
James B. Gilbert
Mrs. Alexander C. Tomlinson

1944
Mrs. Ellsworth C. Alvord, Jr.
Henry H. Gray
George W. Hubler
John S. Klein
H. Craig Sutton


1945
Anonymous
Mrs. Charles M. Boteler, Jr.
Mrs. Forrest L. Gager, Jr.
William T. Kirk, Jr.
George de Schweinitz, Jr.
R. Arnold Ricks

1946
Merrill Goodman
Bertram M. Kummel
Mrs. Robert N. Price
Richard C. Rogoff

1947
Jules Bingham
Robert M. Dowben
Betty Freyhof Johnson
Richard D. Rivers
Howard Starkweather, Jr.

1948
Anonymous
Martin J. Oppenheimer

1949
Anonymous
Carlos Barraza
Kenneth R. Blum
Mrs. Charles Geoffroy
Mrs. Thomas D. Graff
William H. Harris
John B. Henkels
H. Alan Hume
Mrs. Stephen R. Miller
Mrs. Robert Parkes
Mrs. Edward O. Shakespeare
David J. Tolan

1950
Edwin L. Brown
James G. Deitz
A. Theodore Eastman
James B. Hastings
Lawrence G. Imhof
Mrs. A. Wilson Jones
Mrs. Donald Martin
Paul R. Smith
Thomas P. Thornton
Thomas A. Todd
William W. Vogel
James Wood

1951
Nevius M. Curtis
J. Brooke Gardiner
Mrs. William Jardine, II
F. Scott Kimmich
William Matlack
Barton Milligan
Darwin J. Prockop
W. Taylor Putney, III
James Ranck

1952
Anonymous
Victor Basiuk
Robert M. Collins
Robert T. Foley
Burrill M. Getman, Jr.
Mrs. Charles Greene
Joseph H. Greene, Jr.
Frank B. Herzel, Jr.
A. Clark Johnson, Jr.
Mrs. Frederic Osler
David P. Willis
Thomas M. Woodward, Jr.

1953
Mrs. David Caskey
Hugo L. Deaton
Drew Lewis
Richard R. Lingeman
David P. Mayer
Robert L.M. Nevitt
Burton Saidel
G. David Schlegel
Philip G. Vance

1954
E. Kearney Carpenter
W. Wistar Comfort
Mrs. S. John Eagleton
Mrs. Earl G. Harrison
James D. Ingles
William G. Kaye
John H. Kelly
Stephen and Felicia Kindig
Joyce Wuesthoff Povolny
Russell R. Reno, Jr.
John B. Rettew, III
Stephen & Sheila Sachs
Richard W. Silver
Edward M. Steele
George F. Todd

1955
Gerald S. Albright​
Jonathan Albright
Asia & Lee C. Bennett, Jr.
Anthony Borton
Mrs. E.B. Harris
Ralph Jaeckel
Ira E. Kanter
Grant Morrow, 3rd
Cordelia Robinson
Joseph Schatanoff

1956
Anonymous
Peter H. Armstrong
Samuel A.M. Bishop
Philip D'Arrigo
Mrs. Harold M. Friedman
Thomas Garver
Marshall G. Greenberg
R. Allen Irvine
Arthur M. McLean
John L. Pfaltz
H. Burtt Richardson, Jr.
Steven Henning Sieverts

1957
Anonymous
Mrs. Clive Coroneos
Arthur Cowen, III
Lawrence C. Ferguson
Roger S. Foster, Jr.
James B. Francis, Jr.
Lauro Halstead
Benson Hart
Mrs. Floyd E. Hudson
Edwin J. Kirby, Jr.
Louis R. Matlack
Nancy & William L. Newmeyer, III
Paul E. Nickel
Neil W. Plass
Edward J. Stevens
Donald O. Stover

1958
Anonymous
James L. Boyer
Lawrence B. Christmas
John F. Crawford
David Edsell
Leigh M. Gelser
Charles A. Knight
Eric Koskoff
Harvey E. Phillips
Peter B. Rockwell
Michael W. Roloff
Eric Schoonover
Kenneth Tannenbaum

1959
William S. Comanor
Allen C. Fischer & Renate Belville
John H. Hornbaker, Jr.
Donald R. Jackson
Robert L. Kriel
James Morris
Mrs. N. Tenney Peck
Henry Phillips
Charles B. Pursel
William N. West, IV

1960
Anonymous
Peter L. Arnow
Keith W. Bradley
Jonathan Collett
Albert E. Dahlberg
Thomas A. Duff
Philip V. Gerdine, Jr.
George G.C. Parker
Joseph E. Rogers, Jr.
David Hugh Rosenbaum
Lawrence Schramm 
Stephen Shapiro
Arthur W. Wright

1961
Anonymous
David R. Baker
David Belsley
Robert J.F. Brobyn
William Chace
Mrs. William Craig
John Wells Gould
Erik P. Hoffman
Robert M. Parker
Lewis F. Smith
Thomas Souders
Mark E. Thompson

1962
Joel D. Baehr
Jonathan Flaccus
Hugh Knox
Richard B. Parker
Benn C. Sah
Frederic G. Sanford
Charles B. Watkins

1963
Kathlyn & Lawrence Auer
Dan D. Crawford
William and Bonnie Dorwart, Jr.
Ranson C. Fasoldt
John P. Johnson
Stephen Curtis Johnson
William S. Kelley
Mrs. Thomas Kessinger
John D. Margolis
Timothy L. Rose
Robert Ruberg
J. Douglass Ruff
Andrew Siegel
Stephen S. Smith
Richard W. Unger

1964
Jim Bundy
Richard M. Cooper
Richard Luke
Don Reinfeld
Monroe Sonnenborn
Harry C. Stulting
Eliot P. Williams
Arthur Wood
Anonymous

1965
Richard L. Adelmann
William L. Becker
Geoffrey Crooks
David Fraser
James House
Thomas S. Inui
Kathryn & David Kies
Peter Moskovitz
C. M. Kinloch Nelson
Thomas A. Reed
Allan P. Sifferlen
Robert R. Simmons
Richard G. Vernon
DeWitt P. Whittington

1966
Lawrence C. Davis
David M. Felsen
Rick Grossman
Charlotte Williams Lutton
Andrew F. Pleatman
Hunter R. Rawlings, III
Lee Philip Schacter
Ronald A. Schwarz
Berthold Umland
Charles H. Wolfinger, Jr.

1967
Anonymous
Albert t. Aladjem, Jr.
William R. Beardslee
Stephen F. Bennett
Michael L. Bowden
Michael Bratman
Richard S. Frase
James W. Friedman
Richard B. Gartner
Peter J. Goldmark
Robert D. Gorchov
William S. Hoffman
G. Michael Leader, III
John G. Milliken
Doug Neal
Charles H. O'Banion
Daniel Serwer
W. David Stephenson, II
Frederick P. Szydlik
Lawrence G. Tint
David L. Wilson, Jr.
1968
E. Dale Adkins, III
Robert B. Beale
David R. Delthony
Carl Grunfeld
Richard H. Hamilton
Richard G. Lyon
James H. McKerrow
Peter J. Smyrl

1969
William Bickley
David H. Foster
Timothy B. Golding
Herbert M. Kritzer
Nels L. Larson
Mark Shimoda
Luther W. Spoehr

1970
Michael Briselli & Jeannee Sacken
Peter T. Ewell
William O. Miles
Stanley J. Murphy
Peter E. Newburger
Charles A. Shields, Jr.
William C. Tompsett
C. Geoffrey Wilson

1971
John L. Davidson
Jonathan W. Delano
Marc Inver
Douglas H. Johnson
Stanton J. Lovenworth
Duncan S. MacLean
Robert Sandhaus
Robert G. Schwartz
Christopher Scott
David L. Thomas, Jr.

1972
Anonymous
Gary Emmett
Carl I. Freedman
Timothy C. Gjenvick
George W. Helme, IV
David Chu-Wen Hsia
Thomas Lawson
W. Berkeley Mann, Jr.
Kevin S. McMurtrey
Ghebre S. Mehreteab
William G. Wagner
Rob Weisberg
David C. Zumeta

1973
Michael A. Caplan
George M. Cronin
R. John Davison
Charles J. Durante
David L. Fogelson
Paul B. Gunther
Mrs. Rodney Eugene Haugh
John M. Morse
Douglas A. Nichols
Howard B. Prossnitz
Peter K. Scheffler
Mark P. Scherzer
Jay M. Smith
Joel E. Streim
Edward Q. Yavitz

1974
Charles G. Beever
Robert D. Ehlers
Stephen G. Emerson
Kevin Koshar
Robert S. Lyle, Jr.
William G. Myers

1975
John B. Floyd
Sidney N. Herman
Bruce Newman
Barry L. Zubrow

1976
John Edward Bellaimey
Richard E. Brown
Jonathan Copulsky
Bill Guthe
Peter Haley
Michael H. Rotberg
James Roth
John P. Sandercock
John Douglas Schreiber
John Robert Schreiber
Allen D. Shifflet
David Spitulnik

1977
Richard Andrews
Charles H. Chodroff
Timur Galen
Neal S. Grabell
John B. King
Samuel R. Marshall
Stanley D. Musgrave, Jr.
Daniel M. Price
David M. Wertheimer
Sidney West

1978
Peter L. Allen
David Mark Aronowitz
Frank D. Ballantine
Michael J. Barkan
Eric Jay DelGiacco
Stephen Edward Finn
Robert A. Fisher
Jay Goldman
Elliot Gordon
Rick A. Holman
Ellen & William J. Marsden, Jr.
Howard J. Sacks
Ronald Szabat

1979
Anonymous
Mark P. Bendett
George R. Conyne
Robert Deutschman
Kevin Long
John N. Park, Jr.
Richard Putter
Parker Snowe
Donald E. Vaughan

1980
Elizabeth Cohen Bercow
James Conrad
Bruce D. Gorchow
Frank Joseph Perch, III
Eric Rosenthal

1981
Douglas N. Mason
Alexander Neubauer
Michael Olecki
Gary Rosen
Paul Zoidis

1982
Daniel M. Bloomfield
Howard Bulos
Jeffrey Edwards
Gary Gilbert
Michael E. Gluck
Bradley Gulliford
Steven Jaharis
Peter D. Levin
Gerard J. Lewis, Jr.
Jonathan Marsh
Christopher B. Mills
Jerome Reid

1983
Anonymous
Peter Abramenko
Vincent M. Figueredo
Christopher Gant
Michael Larkin
Jerrold P. Levy
Howard W. Lutnick
Bruce Segal
Andrew I. Smolar

1984
Seth P. Bernstein
Ann West Figueredo
Andrew Searle Pang

1985
Andrew Brooks
Mark Crawford
Francois de Gaspe Beaubien
John Holder
Christina Hoffman Warnick

1986
Lucy Barber
Carol Bassie
Molly Darling
Diane L. Davison
Katharine Edmunds
Jaye Eldridge
Lisa Halperin
Jonathan Jenny
Elizabeth M. Punzi
Julia Simonds
Wendy C. Stahm

1987
Lynn S. Appelbaum
Joshua Dorchak
Jane Freimiller
Helen Friedman
Linda R. Jacobs
Chris Kluchman
Karen Swider Lyons
Sarah Allen McQuaid
Julia Simonds
Richard D. Thau

1988
William F. Dove
Jill Maurer Emmert
M. Walsh McGuire
Kari C. Nadeau
Jenny Sorel


1989
Jacqueline Brady
Alison Bixby Buckley
Adam S. Cifu
Lisa Gordon
H. Peter Nelson
Laura A. Price
Tod Ramseyer
Sarah L. Stein

1990
Alan A. Rose

1991
Beth A. Salerno

1992
Amy Taylor Brooks
Rafael A. Fogel
Jessica Weiss Goldberg
Garry Jenkins
Daniel M. Karpf
David J. Kouba
Dina G. Pruzansky and Michael Herman

1993
Natalie & Daniel Clare
Brian J.M. Poon

1994
Kathie Jordan
Theodore M. Posselt

1995
Bill Pierznik
Jennifer Robinson
Daniel Ian Smith​
Amanda and Timothy Wilkins

1996
Petra Riviere
Alex Robinson

1997
Samuel B. Freeman
Dorrit Lowsen
Carlyn B. Maw
Anne Santoro

1998
Evan Benati
Raquel Levow-Guerra

1999
Heather A. Leaver-Spear
Carrie B. Levow-Guerra

2000
Evelyn Rodriguez
Gabriel Schoder Ehri

2002
Tim Harvey

2005
Jonathan Jacobs
William B. Moss

Past Parents
Anonymous
Ms. Anne C. Billings
Mrs. Albert Churella
Alida B. Geoffroy
Bernice A. Luxemburg
Mrs. Ira Markman
Jaime Marti
A. J. Schwertfeger
Mr. David L. Thomas, Sr.
Mrs. Rosemary Twilley
Charles W. Ufford, Jr.
Ms. Barbara M. Wessel


Friends
Anonymous
Olga Briker
Joan Cannady Countryman
Richard Drooyan and Anita Dymant
Elizabeth Enloe
Arlene J. Flick
Mr. & Mrs. G. Holger Hansen
Eliza Cope Harrison
Steven Kavanaugh
Robert Leighninger
Colin MacKay
Randy Milden
Courtney & Donna Neff
Bruce & Deborah Oakley
Drs. Veronica S. & Robert A. Petersen
Mrs. William Reese
Mr. & Mrs. Norman G. Ricker, Jr.
Ann Satterthwaite
Jill Leauber Marsteller
Robert B. Stevens
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.