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.

Print Page

Advisors Guide for Planned Giving

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name The Haverford School in your will or trust please use the following suggested language:

Residual Bequest Language
A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to The Haverford School, Haverford, PA,  (EIN 23-1352646) all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Bequest Language
You can also name The Haverford School as a beneficiary of a specific amount from your estate:

I give and devise to The Haverford School, Haverford, PA,  (EIN 23-1352646) the sum of $ ________________________ (or "____ shares of __________________ stock") to be used for its general support (or for the support of a specific fund or program).

Contingent Bequest Language
The Haverford School can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert individual heir's name) is not living at the time of my demise, I give and devise The Haverford School, Haverford, PA,  (EIN 23-1352646) the sum of $ (or "all" or " ___________ percentage of the residue of my estate") to be used for its general support (or for the support of a specific fund or program).

GIFTS OF APPRECIATED SECURITIES

Wire transfer your stock to The Haverford School's account with Charles Schwab using the following information:

DTC # 0164
Account # 2206-3465
Account Name: The Haverford School

Contact: Transfer Team 877-263-2381

IMPORTANT FOR TIMELY DONOR ACKNOWLEDGEMENT: kindly notify via email, phone, or mail with the name of the security, number of shares, date of the gift, and gift designation to the contact below:

Matt Nierenberg
Director of Annual and Leadership Giving
The Haverford School
450 Lancaster Ave
Haverford, PA 19041
484-417-2794 (Office)
484-459-0348 (Cell)
mnierenberg@haverford.org

BENEFICIARY GIFTS FROM RETIREMENT PLANS, LIFE INSURANCE, BROKERAGE ACCOUNTS OR ANY OTHER PLAN WITH A BENEFICIARY DESIGNATION:

Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Mary-Helen Lewis, J.D. P'34, Director of Planned Giving at mmcculloch@haverford.org

Legal name: The Haverford School
Tax ID number: 23-1352646
Address: 450 Lancaster Ave
Haverford,  PA  19041

NOTE TO ATTORNEYS, ACCOUNTANTS AND OTHER PROFESSIONAL ADVISORS:

Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

If you have any questions or concerns, please call 610-405-5139 or email mmcculloch@haverford.org.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.

Print Page