Gift Planning

Gift Planning at Penn

With wise and thoughtful planning, we all have the power to make a difference―and Penn’s Office of Gift Planning is here to help.

These pages provide alumni and friends of the University with valuable information about the many creative ways in which you can meet both your personal planning and charitable giving objectives.

By working with you and your advisors, we ensure that your philanthropy not only maximizes the benefits of available tax incentives, but creates a lasting legacy at Penn, helping you to make a difference today and well into the future. Every new planned gift strengthens the programs in which you invest and, through your involvement, ensure Penn remains the preeminent institution of higher education, one prepared to tackle the pressing problems of the 21st century and to improve the lives of people around the globe.

Contact us to speak with our experienced gift planning staff. Join us today in making a difference in the future of Penn!

Providing for your Loved Ones―Children, Grandchildren, Pets, and PennSave the Date!

 

Tuesday, October 14, in Anaheim, CA
 

Providing for your Loved Ones―Children, Grandchildren, Pets, and Penn

Join experts from Penn as they present techniques you can use to protect your assets and provide for your family and friends―including your furry ones! Gain insight into the newest estate and pet planning vehicles and learn about the best options available to minimize your taxes and probate fees.

Gift Plans

 

Assets to Give

 

The materials provided in this website are for illustration purposes only and are not intended as legal or tax advice. We encourage you to consult your own tax advisor. We are happy to explore how a charitable gift might best meet your personal planning needs.