Office of Gift Planning ... Helping You Make a Difference
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. For example, we can help you plan a distribution from your estate; make the most tax-effective use of your retirement plan assets; or structure a gift that makes lifetime payments to you or a loved one.
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 today and speak with our experienced gift planning staff. We are available to assist donors and their advisors as they consider the many opportunities available. Join us in making a difference in the future of Penn!
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.
Please click on the images below to view issues of the
Office of Gift Planning newsletter, The Used Key Is Always Bright.