School of Medicine | University of Pennsylvania Health System | University of Pennsylvania

Penn SOMA Logo

We Are Penn Medicine

Reunion Logo

 

Home >

Compare Gift Plans

Click on the gift plans that interest you to learn what they can do for you.

Or, select up
to 3 plans to

Outright Gifts

Gifts of Cash
Maximize your charitable deduction and deliver immediate benefits to PENN Medicine.

Gifts of Appreciated Securities
The I.R.S. allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to PENN Medicine.

Gifts of Real Estate
Make a substantial gift to PENN Medicine through a transfer of residential, commercial, or undeveloped real estate.

Gifts of Business Interests
Give PENN Medicine an interest in a closely-held or family business.

Gifts of Partnership Interests
Support PENN Medicine by transfering interest in a real estate or oil and gas partnership. Learn what the I.R.S. requires and how we review gift offers.

Gifts of Personal Property
Donate books, artwork or equipment and secure an income tax deduction.

Estate Gifts

Gifts by Will or Revocable Trust
Give to PENN Medicine without affecting your cash flow during your lifetime.

Gifts of Retirement Plans
Your retirement plan may be worth more when donated to PENN Medicine than to your heirs.

Gifts of Life Insurance
Make a significant gift to PENN Medicine without dipping into your capital assets.

Gifts in Partnership With Us

Charitable Bargain Sale
This part-gift/part-sale transaction gives you a charitable deduction plus cash.

Charitable Gift Annuities - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuities - Deferred
Build retirement earnings by deferring the onset of annuity payments. (Recommended for younger donors.)

Charitable Lead Trusts
Freeze the taxable value of your appreciating assets: use them to make gifts today, then pass them to family later.

Charitable Remainder Annuity Trusts
An individually managed trust that reduces income and capital gains taxes and pays stable, predictable income.

Charitable Remainder Unitrusts
Meet multiple goals with this most-flexible life-income gift.

Retained Life Estates
Give PENN Medicine your house and continue to live there rent-free.

Select up to
3 plans to

For more information

Email us, complete the personal illustration form, or call us at 215-898-9486 so that we can assist you through every step of the process.

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

Site Search:

Pulse
Check Your Pulse
Connect with fellow PENN
Medicine Alumni here.

First-time users click here
to create your account.


 

Making History