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Penn Medicine Office of Planned Giving

Deferred Gift Annuity

How It Works

You transfer cash, securities or other property to Penn Medicine.

Beginning on a specified date, Penn Medicine pays you, or up to two annuitants named by you, fixed annuity payments for life.

The principal passes to Penn Medicine when the contract ends.

Benefits

  • Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.

  • You can target your annuity payments to begin when you need them, such as retirement or when a grandchild needs help with tuition payments.

  • The longer you defer payments, the higher the effective rate you will receive.

  • You have the satisfaction of making a significant gift now that benefits both you 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
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