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Giving Wisely

At Swarthmore College, we take seriously our responsibility to be good stewards of the money entrusted to us. We apply your dollars wisely and with purpose to simultaneously meet your financial goals and advance our educational mission.

Your gift can take multiple forms and can help you address your personal financial goals. Do you want to make a significant gift during your lifetime, or would a gift as part of your estate work better? Do you have a particular asset that you are thinking of donating? Do you want to increase your retirement income, or is your primary goal estate preservation? Are you carrying excess life insurance or a large balance in your retirement plan?

We are pleased to work with you and your advisors to help craft the gift plan that works best for your goals and aspirations. Here are some places to start as you consider your options:

  • Travel through the Plan-a-Gift to help you decide what plan will best meet your needs.
  • Learn more about what options will meet your particular situation .
  • Use the following guide to help you weigh your options.
    • Give now, or give later?
    • What assets to give?
    • How can a gift pay me back?
    • What are my choices in life income gifts?
    • My goal is to keep my estate intact, not increase my income ...

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