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Penn Medicine Office of Planned Giving

Charitable Gift Annuity

How It Works

You transfer cash or securities to Penn Medicine.

Penn Medicine pays you, or up to two annuitants named by you, a lifetime annuity.

The principal passes to Penn Medicine when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.

  • Your lifetime annuity is backed by a reserve and the full assets of Penn Medicine.

  • Your annuity payments are treated as part of ordinary income, part capital gains income and part tax-free income.

  • You have the satisfaction of making a significant gift that benefits you now and Penn Medicine later.

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.

Penn Medicine
Office of Planned Giving
Christine S. Ewan, J.D.
Senior 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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