Swarthmore College Planned Giving :: Welcome to Gift Planning

Bob Barr ’56 and Bob Bannister:

Their lifetime commitment to helping students continues with gifts that will support future generations of young people at Swarthmore College.
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James H. Miller ’58:

"My wife and I are committed to preserving creation."
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Larry Phillips ’63:

"I really appreciated my experience at Swarthmore and always wanted to give back to the College."
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Cay Roberts ’63:

"I wanted to do a gift annuity because I would like income from the money I donate."
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Richard S. Wilson ’73 and Emily Howe Wilson ’72:

For 34 years, the Swarthmore education of Emily Howe Wilson ’72 caused tension with other managers in the Brown County Library system—for the right reasons. More »

Peg Allen ’50:

Her generosity helps ensure that generations of students will receive the same valuable educational experience at Swarthmore that she did. More »

Scott Cowger ’82:

"I appreciate more and more the values that Swarthmore helped instill, and when I think about leaving this world someday, I hope that I will have left it a better place." More »

Laurie Welch ’73:

"If everyone gives what they can, the school will be in great shape." More »

Carol Dubivsky Becker ’57:

Through Carol's charitable gift annuities, she has helped ensure a Swarthmore education for future generations-maybe even for a grandchild someday. More »

Doug Blair ’70 and Ann Reichelderfer ’72:

Ann Reichelderfer ’72, an attorney, and Doug Blair ’70, an economics professor and university administrator, have shared each others’ lives since meeting at The Phoenix in 1968. More »

Welcome to Gift Planning

How the Fiscal Cliff Legislation Affects Your Charitable Gift. Read More

IRA Rollover – Keeps On Rolling Through 2013. Read More

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.

What’s New This Month?

Read about new developments in gift planning.
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Simple Gift. Huge Impact.

A gift under your will is a simple, and the most
popular, way to leave your lasting legacy and help
support the future of Swarthmore and its students.
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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 »