Bequests and Planned Gifts

With careful planning, there are many ways you can support the College's future while simultaneously meeting some of your own personal financial goals and objectives.

Today, with changing patterns of wealth and tax laws, philanthropic interests and tax savings are often linked.  Knowledge of tax laws and judicious planning may enable one person of modest means to make a gift in exchange for a life income; it may permit another to make a significant gift that is paid in part from tax savings. Planned giving is the process by which the philanthropic desire is guided and shaped by financial and estate planning considerations.

Planned gifts, either standing alone or as part of your overall giving, can help you make that special gift that otherwise seemed impossible.

Donors who choose to support the College through any of the above mentioned mechanism are eligible for membership in the Circle of Friends, Earlham's planned giving society.

Thinking about a planned gift? Use our Gift Calculator to see if this option is right for you. Want to include Earlham in your will? Print out our Bequest Wording (pdf) document to make the process easier.

Have a question or interested in a personalized gift illustration?  Contact Kim Tanner, Associate Vice President for Institutional Advancement

For more information on bequests and planned gifts...

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Kim Kelly Tanner
Associate Vice President for Institutional Advancement/
Planned Giving
(765) 983-1631

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