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.

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A Gift to The Haverford School

A practical way to make a planned gift to The Haverford School is to include Haverford in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include Haverford in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, Haverford will have an opportunity to recognize your generous support in your lifetime.

Information provided to signify your bequest intention to Haverford will remain completely confidential unless you authorize Haverford to publicize your gift. Haverford understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.

I have made revocable gift commitments for The Haverford School as follows (check all that apply):

Bequest Approximate value: $_______________

Life Insurance Policy Approximate value: $_______________

IRA or other retirement plan Approximate value: $_______________

Other asset Approximate value: $_______________

Recognition (Select one.):

I/we accept membership into the The Heritage Society (recognition society for donors who have included The Haverford School in their estate plan). Please publish my/our name(s) among your lists of The Heritage Society members.
Please clearly print the text as it should appear: _____________________________________________

Please do not list my/our name(s) publicly.

________________________________________________
Signature

________________________________________________
Date

________________________________________________
Name (please print)

________________________________________________
Signature

________________________________________________
Date

________________________________________________
Name (please print)

Contact information—representative of my estate:

________________________________________________
Name

________________________________________________
Telephone

________________________________________________
Role

________________________________________________
Email

I have attached documentation from my will, retirement plan, life insurance policy, or trust.

If your gift is for a percentage of your estate, rather than a fixed amount, Haverford will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.

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