Skip to main content

Gift Planning

Will You Meet the 50th Reunion Legacy Challenge?

Roy Shanker ’70 and Linda Gibson have pledged $1,400,000 to match legacy gifts made in honor of 50th reunion celebrations. Classes can take advantage of this generous match on any legacy gift made before June 30 of their 50th reunion year. This includes planned gifts from your estate, life insurance, or retirement accounts; charitable gift annuities; and charitable trusts.

In addition, there is an opportunity for all members of the 50th reunion class to participate. If the class reaches 50% participation in giving, Roy and Linda will contribute an additional $25,000 towards the class reunion giving goal.

Thanks to the Consolidated Appropriations Act of 2023, commonly known as the omnibus bill, donors can now use IRA funds to establish planned gifts. Learn more about the potential impact of the omnibus bill on retirement planning.

How the 50th Reunion Legacy Challenge Works:

  • Make or document a planned gift to Swarthmore College and have a portion of the gift matched.
    • Gifts up to $99,999 will be matched with 10% of the total gift amount.
    • Gifts of $100,000 to $249,999 will be matched with $10,000.
    • Gifts of $250,000 to $499,999 will be matched with $25,000.
    • Gifts of $500,000 or more will be matched with $50,000.
  • Download the 50th Reunion Estate Commitment Form as a Word document or PDF.
  • Unused challenge dollars will roll over to the next 50th reunion class until the full $1.4 million is matched.

If you are interested in learning more about this giving challenge and would like to make a planned gift, please contact Renée P. Atkinson, Director of Gift Planning, at 610-328-8323 or

Frequently Asked Questions

  • What is an estate gift?
  • How can my estate gift be counted?
  • My estate gift to Swarthmore will become effective only if my spouse/partner predeceases me. Can my gift still be recorded?
  • What about friends or other members of my family?
  • How is my estate gift counted?
  • May I designate my estate gift to a specific program or initiative at Swarthmore?
  • What happens if I change my estate plan or if my estate gift cannot be satisfied?


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