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Penn Medicine Office of Planned Giving

Goals & Benefits

     
Your Goals Your Strategy Your Benefits

Make a larger gift to Penn Medicine — and avoid capital gains liability.

Give appreciated stock or bonds held over one year.

Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax.

Make a gift for the future of Penn Medicine that doesn't affect your cash flow or portfolio now.

Put a bequest in your will (cash, specific property, or a share of the estate residue).

Today — a gift that costs you and your family nothing. Tomorrow — an estate tax deduction.

Retain income benefits from the assets you give to Penn Medicine — thus afford a larger gift.

Create a charitable gift annuity or a charitable remainder.

Receive income for your lifetime; receive a charitable deduction; diversify your holdings.

Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

Provides a larger deduction and a higher income rate than other life-income gifts can offer.

Tap one of the most valuable assets in your portfolio to make a gift to Penn Medicine.

Use real estate to make your gift to Penn Medicine.

Avoid capital gains tax, receive an income tax deduction, and have the option of a gift that doesn't affect your lifestyle.

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren.

Create a charitable lead trust that supports programs at Penn Medicine for a fixed, finite period with the principal going to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.

Locate an overlooked asset that you can easily give to Penn Medicine.

Name Penn Medicine as beneficiary of your retirement plan; leave other assets to family.

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs.

Make a major gift from income rather than capital.

Donate a paid-up life insurance policy whose coverage you no longer need.

Increase your ability to make a significant gift to Penn Medicine.

 

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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