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Penn Medicine Office of Planned Giving

Charitable Lead Trust

How It Works

You contribute securities or other appreciating assets to a charitable lead trust.

The trust makes annual payments to Penn Medicine for a period of time.

When the trust terminates, the remaining principal is paid to your heirs.

Benefits

  • The present value of the income payments to Penn Medicine reduces your gift/estate tax.

  • All appreciation that takes place in the trust goes tax-free to your heirs.

  • The amount and term of the payments to Penn Medicine can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.

  • You have the satisfaction of making a significant gift to Penn Medicine now that reduces the taxes due on transfers to your heirs 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
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