Planned or Deferred Gifts

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

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).”

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, J.D.
Director, Planned Giving
(215) 898-5341
cewan@upenn.edu

Click here to discovery easy and creative giving strategies to enhance your estate planning.