Planned Gifts
Planned gift arrangements vary, but most options offer the following financial benefits:
· an income for life to the donor and a second beneficiary
· a charitable income tax deduction
· a higher rate of return than many current investments
· a reduction or avoidance of capital gains taxes
· savings on estate and gift taxes
· professional investment management

For more detailed information, visit the University's Planned Giving site.

For more information on making a gift please contact:

Wylie Thomas
Assistant Dean for Development and Alumni Relations
215-898-5089
wthomas@nursing.upenn.edu