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| Penn Medicine Office of Planned Giving |
Bequest
How It Works
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You can provide now for a future gift to Penn Medicine by including a bequest provision in your will or revocable trust. |
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Penn Medicine receives the gift and applies it to the purpose(s) you have specified. |
Benefits
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Your assets remain in your control during your lifetime.
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You can modify your bequest if your circumstances change.
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You can direct your bequest to a particular purpose (be sure to check with Penn Medicine to make sure your gift can be used as intended).
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There is no upper limit on the estate tax deductions that can be taken for charitable bequests.
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You know that your gift will benefit Penn Medicine tomorrow, just as you intend it to today.
For More Information
E-mail or call us at 215-898-9486, or complete the Request Information form. We will happily assist you through every step of the process.
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Penn Medicine
Christine S. Ewan, J.D.
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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