Overview   1861 Society

Planned Giving is the donation of a current or deferred charitable gift that is structured in conjunction with the donor’s professional advisors to optimize the donor’s financial, tax, and/or estate plans. Successful planned giving is characterized by a win-win outcome.

We welcome your inquiries and we would be pleased to provide financial calculations to you on a confidential basis. Please feel free to contact Matt Paul '94, Director of Alumni Relations and Planned Giving, at (215)754-1623.

Click here for the answers to frequently asked questions about planned giving.



Bequests
Charitable Gift Annuities
Charitable Lead Trust
Life Insurance
Securities
Personal Property
Pooled Income Fund
Real Estate
Charitable Remainder Trust
Retirement Plans