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Tools and Resources

Tools

Plan-a-Gift
Follow the path to the gift plan that best fulfills your needs and ours.

Compare Gift Plans
Select up to three gift options and compare their features and benefits.

Will Planning Wizard
The Will Planning Wizard begins the will preparation process. It does not create a will or a legal document. Instead, it guides you in collecting and organizing your thoughts, information, and documents before you visit your attorney.

Personal Calculators
Simple calculators to help you reach your personal financial goals.

Gift Plan Calculators
Calculator designed to help you discover the planned gift that best fits your needs


Resources

Goals and Benefits
Set your goals, plan your strategy and discover your benefits with this helpful chart.

For Professional Advisors
We understand that financial, philanthropic, and estate goals are unique to each individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic goals into well-crafted estate plans.

Estate Planning Section
Estate planning is the process of thoughtfully providing for the efficient transfer of your assets to your heirs and charitable interests in accordance with your wishes.

Download Brochures

Gift Planning Annual Reports


Disclosures and Documents

  1. Gift Annuity Disclosure Statement [pdf]
  2. CRT Investment Statement [pdf]
  3. Charitable Gift Annuity Direct Deposit Authorization [pdf]
  4. Pennsylvania Charitable Gift Annuity Disclosure [pdf]
  5. Swarthmore College Gift Annuity Information Form [pdf]
  6. Estate Commitment Form [pdf]
  7. Swarthmore College Guide to Gifts of Securities [pdf]

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com