Support Friends School Haverford

How to Contribute to Friends School Haverford

Since 1885, Friends School Haverford has fulfilled its mission to foster a lifelong love of learning grounded in an appreciation of that of God in everyone. This is achieved through the dedication of professional faculty, eager students and the generous support of parents and the broader community, including Meeting members, alumni and past parents, grandparents and other friends. Each gift is meaningful and vital to the School’s capacity to fulfill its mission.

Annual Fund – Click Here to Donate
The Annual Fund is an important part of the life of any independent school. At Friends School Haverford, the Annual Fund directly supports the School’s operating budget each year. Tuition covers 80% of the cost of educating each child and your generous tax-deductible gifts help to bridge the gap between tuition and the cost of educating each child. Annual Fund dollars go immediately and directly toward the enhancement of classroom programs, the purchase of books, teacher salaries, physical education equipment and other necessities to benefit the students’ overall learning experience.

Parents, family members, friends and other supporters have an opportunity to make a contribution to the School during the fiscal year, which runs through June 30. Contributions range from $5 to $10,000 and above. Leadership gifts start at $250. All gifts are tax-deductible. The School’s Annual Report listing donors is published each fall. To be listed in the Annual Report, gifts must be received no later than June 30.

Partners – $10,000 and above
Heritage – $5,000 to $9,999
Founders – $2,500 to $4,999
Second Century – $1,000 to $2,499
Centennial Quilt – $500 to $999
Climbing Tree – $250 to $499

Financial Aid – Click Here to Donate
A Friends School Haverford education support academic excellence, fosters self-confidence, responsibility, and service to others. A gift to the Financial Aid Program ensures that FSH continues to provide these experiences to students from many different backgrounds, thus enriching our community.

EITC-Educational Improvement Tax Credits
Friends School Haverford has been approved to participate in the Educational Improvement Tax Credit Program (EITC). This program provides significant tax advantages to participating companies while dramatically supporting financial aid programs for Friends School Haverford students.

If you are affiliated with a company that pays Pennsylvania taxes, EITC provides a tax credit of up to 90% to companies that donate to non-profit scholarship and educational improvement programs. The Friends School Haverford Scholarship Organization is now a qualified recipient of those funds. The FSH Scholarship Organization supports the School’s mission to be an intentionally diverse community by making a superior educational experience available to as many capable and talented students as possible, regardless of economic circumstances.

Tax credits reduce your actual tax bill dollar for dollar. That means you can make a gift to the FSH Scholarship Organization with minimal cost to your company. For example: If your company makes a $10,000 gift to the FSH Scholarship Organization, your PA tax liability will be reduced by $7,500. If you pledge to make that gift for two consecutive years, your $10,000 gift will reduce your liability by $9,000 each year. The remaining out-of-pocket expense is federally tax-deductible.

To get information about how your company can ensure a bright future for students while managing its tax obligations, go to www.newpa.com or call the Director of Admission and Advancement at 610-642-0354.

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.

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 Giving
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.

  1. 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).
  2. 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.
  3. 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.
  4. 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.

 

How to Make a Gift of Securities
Friends School Haverford welcomes gifts of appreciated securities. You may instruct your broker to sell the stock and send payment to the School, or you may 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

Please have your broker call 610-642-0353 to let the Development Office know the donor’s name, type of stock and number of shares transferred, and the date the transfer request was made.

 

For more information about planned giving options, please call Matt Jackson, Director of Development at 610-642-2334 or e-mail mjackson@friendshaverford.org.