Giving

Bequests & Estate Planning

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Planned Giving

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:

  • Bequests
  • Charitable gift annuities
  • Retirement asset designations
  • Charitable remainder trusts
  • Other tax-savvy options

Bequest Example

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
215-898-9486
215-573-2186 (Fax)
cewan@upenn.edu

Learn more about easy and creative giving strategies to enhance your estate planning