If you are advising a client who is considering a planned gift or bequest to Arcadia University, we welcome the opportunity to work with you in helping your client. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.
Here is some basic information about our organization:
Legal Name
All charitable gifts should be directed to “Arcadia University, 450 S. Easton Rd., Glenside, PA 19038, a Pennsylvania 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 23-1352620.”
Tax I.D. Number
Arcadia University's Tax ID number is 23-1352620.
Consistent with safeguarding its own interests, Arcadia University tries to make arranging a gift for the organization’s benefit as easy as possible, and we strive to honor the intentions of all our donors. Accordingly, we hope the following will prove helpful:
- Click here for suggested bequest wording.
- Click here for securities transfer instructions.
- Click here for a copy of Arcadia University’s gift acceptance policies.
Endowment Investment Policy
The University has adopted an investment policy that is intended to provide a predictable stream of funding to programs from its endowment while seeking to maintain the purchasing power of the endowment assets. The University's endowment consists of cash, securities, and other investments. The use of the assets may be with or without donor restriction. The fund may receive donor‐restricted gifts and bequest realizations to provide a permanent endowment, which is to provide a permanent source of income. The principal of a permanent endowment must be maintained permanently and is classified as net assets with donor restriction.
For questions or further information, please contact the Vice President for Development and Alumni Relations in University Advancement at (215) 572‐2781.
If one of your clients arranges an estate gift for the benefit of Arcadia, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and – as noted above – so we can make sure we will be able to fulfill the donor’s wishes.
Of course, we respect the fact that in some cases donors prefer to remain anonymous. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.
- Click here to learn more about Covenant Society.
- Click here for a confidential form that can be used in notifying Arcadia University that an estate gift has been arranged for the foundation's benefit.
Finally, we want to be of assistance to you in any way we can, whether you are simply looking for general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift.
- Contact us to discuss a potential – or hypothetical – gift situation or to request a gift illustration.
- Give our online calculator a try.
Thank you for the work you do on behalf of our donors!