Ways to Give

There are many ways to make a gift to Friends School Haverford.

Online

Secure credit card gifts can be made here. We accept Visa, MasterCard, American Express, Discover and E-checks.

Mail

If you prefer, you can write a check, payable to Friends School Haverford Annual Fund and mail to:

FSH – Advancement Office
851 Buck Lane
Haverford, PA 19041

Pledge Payments

Another gift option is to pledge to contribute at a later date or in a series of installments.

Gifts of Securities/Stock Gifts

A gift of appreciated securities may alleviate capital gains taxes. We recommend that donors consult their financial advisor before making financial decisions. Friends School Haverford welcomes gifts of appreciated securities. A wire transfer is the easiest way to make a gift of stock. Call the Advancement Office at FSH to notify us of your intent to transfer then provide your broker with the following information:

FSH Broker: Janney Montgomery Scott
Phone: 610-667-7007
Acct Name: Friends School Haverford
Acct No: 3461-8015
DCT: 0374

Your broker will give you the appropriate paperwork to complete. Please ask him/her to send notice of the gift specifics and date to:

Friends School Haverford
851 Buck Lane
Haverford, PA 19041
Attn: Director of Advancement

If you have an original stock certificate, please call the Advancement Office at 610.642.2334  for transfer instructions.

Matching Gifts

There are many companies that match your contributions to Friends School Haverford on a 1:1 or 2:1 basis. Check with your employer to determine if a matching gift program is available. Matching gifts are credited in your name. The company receives a listing in the Annual Report in the Matching Program section.

Gifts In-Kind

Some donors take the opportunity to give to the school by providing tangible items related to our educational program. The Advancement Office can help you determine the acceptability of gifts.

Bequests

Including FSH in your will allows you to enjoy your assets during your lifetime, reduce your estate taxes, and make a lasting commitment to the School.

Planned Gifts

Guided by the philosophy of the Religious Society of Friends, FSH and the Friends Fiduciary Corporation invite you to consider supporting the School while saving taxes, increasing retirement income, and providing for loved ones.

Securities

A gift of appreciated securities offers two tax benefits: a charitable deduction for the fair market value of the securities, and avoidance of capital gains tax on appreciation (the difference between cost and current fair market value).

Charitable Gift Annuities

A charitable gift annuity provides an immediate federal income tax deduction and a fixed lifetime income payment, some of which may be free from federal income tax. Although most donors choose to receive the annuity payment themselves, arrangements may be made to provide income for a loved one. You may also choose to create a deferred gift annuity and receive a higher rate of annuity payment.

Charitable Remainder Trusts

Charitable Remainder Trusts can provide a fixed or variable annual income for any number of income beneficiaries (depending upon the type of trust established). Upon the death of the last income beneficiary, the balance of the trust’s assets would be given to Friends School Haverford.

Endowment

Endowment helps a school weather shifting financial climates and enables the School to respond to unforeseen possibilities. A gift to the Endowment may support financial aid. faculty salaries and professional development, maintenance of the facilities and grounds, and capital improvements, including building upkeep and new technology.

 

The Friends Education Equity Collaborative Tax Credit Program for Individuals

Increasing access to Friends education for more families

Friends School Haverford is one of the founding members of The Friends Education Equity Collaborative*. The Collaborative was organized by staff and volunteers of ten small Quaker elementary schools in the greater Philadelphia region.

The purpose of The Collaborative is to foster the growth of Quaker Education by providing funding that makes a Quaker education accessible for more families.

In 2016, we formed a Special Purpose Entity (LLC) to take advantage of the changes in the Pennsylvania Education Improvement Tax Credit (EITC) and the Opportunity Scholarship Tax Credit (OSTC) programs.

On December 7, 2016, Friends School Haverford and nine additional Quaker elementary schools were awarded $750,000 of Pennsylvania tax credits in the EITC program, and we had 60 days from that date to find qualified donors that would like to help. In 60 days, this group of small Friends schools did BIG things!  We funded $634,000 for 2016-17 and $634,000 for 2017-18.

In June 2017 The Collaborative was awarded an additional $400,000 in tax credits and in just a few weeks we were fully subscribed.

Looking forward The Collaborative will apply for more credits with two new LLC’s. If you qualify to participate in this opportunity, you will receive a 90% credit for your donation. You may also qualify for a federal deduction for the donation.

For more information contact: Matt Jackson: 610-642-2334 mjackson@friendshaverford.org

Friends Education Equity Collaborative c/o ABS, PO Box 254, Oreland, PA 19075

*Plymouth Meeting Friends School, Friends School Haverford, Goshen Friends School, Lansdowne Friends School, Media-Providence Friends School, Frankford Friends School, The Quaker School at Horsham, Stratford Friends School, United Friends School, West Chester Friends School

Qualification Guidelines

Do You Qualify?

If you can answer YES to any one of these questions, you may qualify:

  1. Are you employed by, or a partner in, a for-profit business and your annual personal income exceeds $200,000 (or $300,000 for a couple)? (Sole proprietorship are not qualified.)
  2. Are you are employed by a not-for-profit and your annual personal income exceeds $200,000 (or $300,000 for a couple) or your net worth exceeds $1,000,000, excluding the value of your primary residence and you own stock in any Pennsylvania incorporated “business firm”?
  3. Are you retired and your annual personal income exceeds $200,000 (or $300,000 for a couple) or your net worth exceeds $1,000,000, excluding the value of your primary residence and you own stock in any Pennsylvania incorporated “business firm”?
  4. Are you an owner of a Pennsylvania Corporation or Partnership that has net assets in excess of $5,000,000?
  5. Are you an officer of a Bank or Savings and Loan, acting in a fiduciary or professional capacity?
  6. Are you an officer of Insurance Company, acting on behalf of the company?
  7. Are you an officer or representative of a Trust, with total assets in excess of $5,000,000, acting on behalf of the trust?