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Penn Medicine Office of Planned Giving

Gift of Retirement Plan

Now, you can make a charitable gift to Penn Medicine from qualified retirement assets after your lifetime, by naming Penn Medicine as the beneficiary of your retirement plan.

Gift of Retirement Plan

(After Your Lifetime)

How It Works

In this traditional gift of retirement plan assets, you name Penn Medicine as the beneficiary of your IRA, 401(k), 403(b) or other qualified plan.

After your lifetime, the balance in your plan passes to Penn Medicine tax-free.

Benefits

  • You can escape both income and estate tax levied on your retirement account by leaving it to Penn Medicine.

  • You can give the most-taxed asset in your estate to Penn Medicine and leave more favorably taxed property to your heirs.

  • You can continue to take withdrawals during your lifetime.

  • You can change the beneficiary if your circumstances change.

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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Penn Planned Giving