A gift to Penn Medicine, as a part of your financial and estate planning, provides additional tax and income benefits to you and your family. Planned or deferred gifts include the following:
- Charitable gift annuities
- Retirement asset designations
- Charitable remainder trusts
- Other tax-savvy options
A bequest can be as simple as including the following language in your will:
"I give, devise, and bequeath to The Trustees of the University of Pennsylvania, a nonprofit corporation located in Philadelphia, Pennsylvania, for Penn Medicine, the sum of $__________ (or _____% of the residue of my estate)."
Planned Giving Help
We are happy to work with you or with your legal or financial adviser to craft a gift plan that addresses your needs. Please contact us for additional information and/or personalized illustrations of how planned gifts can satisfy your needs while also supporting Penn Medicine.
Christine S. Ewan, JD
Senior Director, Planned Giving
Office of Development & Alumni Relations
3535 Market Street, Suite 750
Philadelphia, PA 19104-3309
Need an appointment? Request one online 24 hours/day, 7 days/week or call 800-789-PENN (7366) to speak to a referral counselor.