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Gift Planning

Jacob P. Jones Society

JPJ Society LogoHaverford College was founded by philanthropy. Every generation of students has benefitted from the generosity of those who came before. The impact of a Haverford education lasts well beyond four years and touches entire families over multiple generations.

You are invited to demonstrate your gratitude and enduring commitment to Haverford by making your own legacy gift that invests in tomorrow’s Haverfordians. The College is honored to recognize and acknowledge your benevolent intentions and foresight in your lifetime.

By joining the Jacob P. Jones Society, you perpetuate your own legacy and help ensure an exceptional learning environment for those who will follow.

The Jacob P. Jones Society
The Society’s namesake was a Philadelphia industrialist who was so moved by what Haverford College meant to his only son, Richard Jones (Class of 1863), that he pledged the bulk of his $1.4 million estate to Haverford. The fund established through his bequest remains one of the largest in the College’s endowment and continues to shape the lives of Haverfordians more than a century later. The countless students and alumni who have benefitted—and the positive collective impact they have had on the world—represent a powerful and enduring legacy.

The Jacob P. Jones Society celebrates the visionary donors who have included Haverford College in their estate plans or who have made a life-income gift. Planned gifts of various types are welcome, and members are honored for:

  • Remembering the College in their wills
  • Establishing a life-income gift, such as a charitable gift annuity or a charitable remainder trust
  • Naming Haverford as a beneficiary of a portion of a retirement plan or IRA, donor advised fund, or paid-up life insurance policy
  • Contributing real estate or tangible personal property such as art and other collectibles

Honor the Past and Shape the Future
Since 1833, Haverford College has educated students to become accomplished individuals, engaged citizens, and inspirational leaders. Every student immersed in the Haverford tradition is equipped with the skills and values to make the world a better place. Students and alumni create new knowledge and social change, thereby making an impact on society’s most complex challenges.

By joining the Jacob P. Jones Society, you perpetuate the College’s mission and create your own enduring legacy at Haverford.

To learn more, please contact:
plannedgiving@haverford.edu
(610) 896-1329

See a list of the society's members.

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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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