For Professional Advisors
- By phone or by e-mail
- The James A. Michener Legacy Circle Member Profile form
- Request Information form
- Sample Bequest Language
- Sample Codicil
- Stock Transfer Instructions and Form
- Compare Gift Plans
- Goals and Benefits
- Personal Calculators
- Frequently Asked Questions
Gifts Anyone Can Make
Gifts That Provide Payments
Gifts That Protect Your Assets
As a professional advisor, you build your client relationships on trust and mutual respect. The same is true of our relationships with members of the Swarthmore community and our donors.
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. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.
Please feel free to contact us directly for confidential information or assistance.
Legal Name: Swarthmore College
Tax I.D. Number: 23-1352683
DTC Number: Merill Lynch #5198; Morgan Stanley #0015
Incorporated in: Swarthmore, PA