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Charitable gift planning affords you opportunities to have an outsized impact on the causes that matter most to you with the possibility of reducing or eliminating current and future tax liabilities, creating income for you or your loved ones, and preserving wealth for future generations of your family.

Recent and pending changes to the tax code (Tax Cut and Jobs Act, CARES Act, CAA, and BBB) contain provisions incentivizing you to plan how, what, and when you give to charity. If you have recently experienced or are anticipating changes in your personal life or business, we encourage you to partner with us to ensure you're taking full advantage of these incentives.

The Haverford School's Planned Giving Department is a ready resource for you and your advisors. We welcome you to have a confidential, no-obligation conversation to align your personal financial situation with your philanthropic goals.

How Will You Leave Your Legacy?

A legacy gift enables you to support The Haverford School, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.

By including The Haverford School in your will or trust, naming the school as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support The Haverford School for years to come. Your gift will have a real, lasting impact.

Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.

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Join Now

The Heritage Society

When you make a gift to The Haverford School from your will or trust, you'll be welcomed into The Heritage Society and join other supporters and friends of our important mission. Is The Haverford School already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.

Join Now Document Your Gift

The Heritage Society  Logo

If you've already included Haverford in your plans, please let us know so we can properly thank you and make sure your gift will be used as you've intended.

How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Gifts From Your Will
General Bequest

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Beneficiary Gifts
Retirement Accounts

Naming The Haverford School as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts of Stock
Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Charitable IRA Rollover
Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to Haverford . While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Donor Advised Funds
Beneficiary Designation and Grants

Designate Haverford as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.

Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies

Name The Haverford School as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name The Haverford School as the owner and beneficiary.

Contact Us

Use the Form Below to Get In Touch with One of Our Planned Giving Officers.

Let us know how we can help you include The Haverford School in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.

Contact Us

Mary-Helen McCulloch, Esq. P' 34

Mary-Helen McCulloch, Esq. P' 34
Director of Planned Giving

mmcculloch@haverford.org
610-405-5139

For Professional Advisors

If you are working with a professional advisor, or advising a donor, here's a practical guide for including The Haverford School in a charitable estate plan.

Download Advisor Guide