Planned Giving Services

The cornerstone of Planned Giving Services at Haverford is the administration and investment management of planned giving programs including:

• Charitable Lead Trusts
• Charitable Remainder Trusts
• Charitable Gift Annuities

With most of our client relationships there is no additional fee associated with managing and distributing trusts.  Let Haverford's experienced team work with you to develop your charitable legacy.

Throughout our 30 years in business, Haverford continues to work with a full range of non-profit clients to help them achieve their objectives. This includes hospitals, universities, religious groups, social service organizations, and cultural institutions who call upon Haverford's experience to help ensure their endowment and preservation efforts.