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Penn Medicine Office of Planned Giving

Compare Life-Income Gifts

Visit the links below to learn more about these income-producing gifts and how they can benefit you as well as Penn Medicine. To compare any of the gifts, simply click on the corresponding boxes. The comparison will appear automatically.

 
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Plans to

Charitable Gift Annuity (Immediate)
Receive a fixed payout and significant tax benefits.

 

Deferred Gift Annuity
Build retirement earnings by deferring the onset of annuity payments. (Recommended for younger donors.)

 

Charitable Remainder Unitrust
Meet multiple goals with this most flexible life-income gift. Receive a fixed percentage of the trust’s principal as it is revalued annually.

 

Charitable Remainder Annuity Trust
Enjoy benefits similar to the unitrust, above; but receive a fixed dollar amount, determined when the trust is established.

 

Charitable Lead Trust
Freeze the taxable value of your appreciating assets: use them to make gifts today, then pass them to family later.

 
   

Penn Medicine
Office of Planned Giving
Christine S. Ewan, J.D.
Executive Director, Planned Giving
3535 Market Street, Suite 750
Philadelphia, PA 19104-3309
215-898-9486 | Fax: 215-573-2186
E-mail: cewan@upenn.edu

 

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Penn Planned Giving