Giving Securities

Gifts of appreciated securities are an excellent and generally tax efficient means for giving to Penn Medicine. When donating appreciated securities, a donor generally receives an income tax deduction for the full market value of the securities given.

By donating the securities to Penn Medicine rather than selling them, a donor can also avoid capital gains tax on the appreciation of these securities from their original basis. Please contact your individual tax adviser for more complete tax information regarding donating appreciated securities.

The Office of the Treasurer at The University of Pennsylvania processes all contributions of securities to Penn Medicine. A member of the development staff is happy to assist you in this process.

Contact us
via e-mail at UPHSgift@upenn.edu
or call us at (215) 898-0578 for assistance.
You may also contact Treasurer's Office directly at (215) 898-7254