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.
now, or give later?
A significant lifetime gift will allow Swarthmore College to meet its immediate objectives. In turn, it will give you maximum tax benefits, especially attractive if you are in high earnings years. It can also be the simplest gift to arrange.
You may, however, prefer to leave your assets and cash flow undisturbed until your death, and instead make your gift through your estate. Estate gifts are critically important for Swarthmore College's long-term financial strength and will ensure its ability to meet the opportunities and challenges of the future. Estate gifts are typically provided through a will or living trust, a retirement plan, or a life insurance policy.
- 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 ...
- Give now, or give later?