The best asset to make a charitable gift during your lifetime is long-term appreciated property, especially publicly traded securities. Such a gift provides the donor with a double tax benefit: He or she can take a charitable income tax deduction for the full fair market value of the stock and also avoid the capital gains tax owed if the stock had been sold instead. (NB: If the stock has depreciated, the donor should sell it first, and then make the charitable gift.) See gifts of real estate for more information.

Penn Medicine Office of Planned Giving

Planned Giving

Planned gifts provide the resources that create extraordinary opportunities and that help preserve the future of Penn Medicine.

The programs of Penn Medicine depend upon your goodwill. To that end, there are myriad giving options — from naming Penn Medicine as a beneficiary in your will to more complex trust arrangements.

We've created this Web site to tell you about easy, creative giving strategies that can enhance your well-being (and your family's), along with Penn Medicine's.

The material presented in this Web site is not offered as legal or tax advice. We urge you to seek the advice of your tax advisor, attorney and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning.

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

We Are Medicine
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