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Gift Planning

Donor Stories

Carl Grunfeld

Carl Grunfeld ’68 P’10

Haverford Opened My Eyes
I became interested in Haverford through my brother’s smartest and most interesting fr iend, Murray Levin ’64. I visited him on campus, went to a class, and was impressed by how seriously the process of learning was taken. Haverford introduced me to a much broader world than I had grown up with, preparing me for things of which I had never dreamed. More


Jeff Gardner and Meeta Chatterjee

Jeff Gardner and Meeta Chatterjee

Proud Parents, Connected to Haverford
Longtime annual giving donors and volunteers Jeff Gardner and Meeta Chatterjee recently became members of Haverford’s Jacob P. Jones Society. Their decision to make a planned gift was inspired in large part by their sons, Chris ’15 and Eric ’17, who excelled as Haverford scholar-athletes. More


Nate Shade

Nate Shade '16

Expanding Haverford's Global Outreach
Originally from Baltimore, where he graduated from a small high school, Nate Shade ’16 describes his landing at Haverford as “fate.” Initially drawn to the idea of attending a large research university, an impromptu visit to the Haverford College Arboretum changed his thinking. More


Brian Rose

Brian Rose '78

Expanding Haverford's Global Outreach
Brian Rose ’78 reflects on his inspiration for supporting international programming through the Center for Peace and Global Citizenship. More


Bob Kriel and Linda Krach

Bob Kriel '59 and Linda Krach

Feeling Close to Haverford
Bob Kriel, a first-generation college student, arrived at Haverford with the goal of becoming a physician although he had, in his words, "no understanding of what being a physician really meant." The son of a butcher from Baltimore, he imagined that being a physician would be the "end all." More


Mark Shimoda

Mark Shimoda '69

Fulfilling Dreams at Haverford
Describing himself first and foremost as an educator, Mark Shimoda '69 is also an accomplished periodontist, innovator, and investor. All of these roles factor into his thinking about Haverford and his estate plan to establish the Reverend Robert K. and Fumiko Shimoda Professorship in Religion. More


Bert Kritzer

Tom Garver '56

Still Tiny, Still Intimate
I have tried to put into words why my experience at Haverford was so important to me, but, like so much of my life, the reasons lie just beyond my touch. For me, one of the most important qualities is the College's "intimacy." More


Bert Kritzer

Bert Kritzer '69

Appreciating Haverford's Impact
Had it not been for a high school friend who suggested that he check out the American Friends Service Committee’s World Affairs Camp at Quaker Knoll in Wilmington, Ohio, Bert Kritzer ’69 might not have considered Haverford College. More


Courtney and Donna Neff

Courtney and Donna Neff P'97

Choosing to Do More for Haverford
Grateful for their daughter's Haverford experience, these parents are securing the future for Haverford students—and themselves. More


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

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

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


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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.

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