Welcome to Gift Planning
Planned gifts require thoughtful attention. While they support Swarthmore in important ways, gifts of annuities, trusts, bequests, and property often carry with them tax and estate considerations unique to each donor.
If you are like most members of the Swarthmore community, you want your gift to support the academic rigor and Quaker legacy that were the hallmarks of your own education. At the same time, you have financial objectives you would like us to consider as you make your gift.
The Office of Gift Planning works in partnership with you and your financial advisors to ensure that your gift accomplishes your intentions. We invite you to explore your giving options on our Web site and to direct your questions to Mike Valoris, director, or Patti Bender, associate director, of our gift-planning office by calling toll-free at (866) 526-4438 or by e-mailing firstname.lastname@example.org.
What’s New This Month?
Simple Gift. Huge Impact.
Learn About the Legacy Circle
|The Legacy Circle honors alumni, parents, and friends who have included Swarthmore in their estate plans. If you have provided for the future of Swarthmore with a gift in your will, trust, IRA account, 401(k), 403(b), or life insurance policy or with a lifeincome gift, you are invited to become a member. The size of your gift is not a factor in Legacy Circle membership. Please tell us about your estate gift so that you can join your classmates and other members of the Swarthmore community who share your vision and foresight in the Legacy Circle. Learn More »|