Charitable Bequests

Because of their simplicity and flexibility, charitable bequests are among the most popular ways to make a gift to Swarthmore.

How to make a charitable bequest

  • One sentence in your will or trust ensures that future generations of students will benefit from a Swarthmore education:

"I give (________percent of my residuary estate) or (sum of_______dollars) to Swarthmore College, Swarthmore, Pennsylvania, for its general purpose as an unrestricted gift."

  • One tax-wise way to make a charitable bequest is to name Swarthmore as a beneficiary of your retirement account.

Why many Swarthmore alumni make charitable bequests

Since its founding in 1864, Swarthmore College has benefitted from charitable bequests from generations of alumni and friends. Gifts by will or trust are generally simple to make and offer these advantages:

  • Affordability. Swarthmore welcomes bequests of all sizes. You need not be wealthy to give a gift that makes a difference.
  • Flexibility. Your bequest can leave a specific amount of money, make your gift contingent on certain events, or leave a percentage of your estate to Swarthmore (often the preferred choice if you want to take care of your family first).
  • Tax relief. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction.
  • Impact. Your unrestricted bequest allows Swarthmore to use the assets in the most beneficial way. Your restricted bequest allows you to specify how Swarthmore uses the funds (for example, to support scholarship assistance for students.) Please consult the Office of Gift Planning if you wish to restrict your bequest.

Next steps

  • Contact your attorney, financial advisor, or estate planner to determine the most prudent way for you to make a charitable bequest.
  • Contact the Office of Gift Planning for more information about how your charitable bequest can help ensure that future generations of students will enjoy theĀ  benefits of a Swarthmore education.