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 giftplanning@swarthmore.edu.

© Pentera, Inc. Planned giving content. All rights reserved.