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Gift Planning

Meet the Youngest-Ever Member of the Jacob P. Jones Society

Nate Shade

Nate Shade’s career in finance has included positions in New York City and San Francisco.
Photo by Erin Lubin.

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. “From the moment I set foot on campus,” he said, “something just felt right. I ended up returning a few weeks later to do a full visit and applying early decision.”

Nate arrived at Haverford with an open mind as to his course of study and career trajectory. He was an eager scholar-athlete, playing squash all four years and serving as team captain during his junior and senior years. Thinking his dream job of becoming the general manager for the Baltimore Orioles might be a bit of a stretch upon graduation, Nate noted similarities between the resource allocation on a Major League Baseball roster and the resource allocation that factors into decisions in the financial markets. He decided on economics as his major and, following his sophomore year, secured a summer internship as a research analyst supporting the chief investment officer of an equity fund in the Washington, D.C. area.

Nate coupled the internship with funding from the prestigious Whitehead Internship Program, named for John C. Whitehead ’43, which is designed to encourage rising sophomores and juniors to gain work experience in entrepreneurial endeavors, small business enterprise, venture capital, or investment finance. He relished his time at the internship because it mirrored his coursework in economics at Haverford, where all students learn to conduct research to develop, write about, and defend their ideas. Nate’s interest in a full-time career in financial services was solidified as a result.

When recruiters from J.P. Morgan visited campus through the Center for Career and Professional Advising, Nate landed a formal internship the summer between his junior and senior years. That experience ultimately led to a full-time offer to join the firm in the asset management division in New York City upon graduation. To make the transition from research to investment banking, he networked with alumni and sought their advice to prepare for interviews. He moved into tech investment banking at a firm in New York City before landing his current role at J.P. Morgan in San Francisco.

Nate Shade

A scholar-athlete, Nate played squash all four years at Haverford.
Photo courtesy of Haverford Athletics.

Nate is passionate about his work—thinking through the evolution of a company, identifying core strengths, and addressing issues creatively and completely so that a company can achieve its objectives, whether through the capital markets or mergers and acquisitions. He draws a parallel between the strategic demands of business and Haverford’s work at the institutional level, recognizing the corporate perspectives needed by the Board of Managers and imagining himself taking a seat at the table one day. “Doing well enables me to give back to Haverford and to help more students,” he says.

As a co-chair of the Fords in Finance affinity group, Nate remains actively involved with current students around their career aspirations, conducting mock interviews and mentoring fellow Fords on their respective paths in the field. He maintains that a background in the liberal arts—as opposed to an undergraduate business school experience—can be a strong differentiator for candidates in finance and investment banking as they present themselves through a compelling story. “At Haverford I became very confident speaking, and speaking up in the first place. You are challenged to have an opinion and to defend it—something you need to do as you move into senior professional roles.”</p

Haverford also challenges and encourages its students to live a life of service. In his own chosen field as an adviser to clients navigating important strategic decisions, Nate sees himself as providing a service and, in so doing, living a life of service. “It is really rewarding to help with these difficult decisions, build relationships with clients, and ultimately help them prepare for their next stage of growth and success for many years to follow.”

With his fifth reunion ahead, Nate has already become an admission volunteer and loyal annual giving supporter. Philanthropy and service meld in his commitment to the College. “Haverford is my number one philanthropic endeavor,” Nate explains. “I want to see the College succeed, to be the best in its class and among its peers. I want to do my part so that it can execute on its mission and be further recognized for its excellence.”

In sharing his plans to include the College as a beneficiary, he recently became the youngest-ever member of the Jacob P. Jones Society. The society recognizes those who have provided for Haverford through their estate or retirement plans, or through a life-income gift.

“I have always known that there would be a place for Haverford in my plans,” Nate explains. “Giving to an institution that means so much seems like the right thing for me. Haverford has shaped who I am, and I am proud to join my fellow alums who have decided to make Haverford part of their own legacy.”

To learn more about supporting Haverford, contact Olga Briker, Ph.D. at 610-795-6079 or obriker@haverford.edu.

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Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

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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