Gift Management

The University’s Office of Gift Management is responsible for oversight, management, and compliance of (1) deferred giving vehicles, including the administration of all aspects of estate/bequest settlement, trust, and life income gifts, (2) Penn’s gift agreement process for all commitments of $25,000 or more, and (3) the Penn Donor Advised Fund and gifted life insurance policies. The team supports these responsibilities for all Schools and Centers of the University, as well as Penn Medicine. We work closely with colleagues in the Office of Gift Planning, the Office of the Treasurer, and the Office of General Counsel to achieve these goals.

If you are an estate attorney or executor settling a bequest for the benefit of the University, please contact Brett Barkman or Tamra Dunston.

If you are a University employee drafting a gift agreement, please contact Mary Allen, Joanna Tzen, and Lorleen Maxwell using our gift agreement email box: giftagreements@lists.upenn.edu

If you have questions about the Penn Donor Advised Fund or gifted life insurance policy administration, please contact Lorleen Maxwell.

If you are a University employee seeking assistance with current and historic fundraising metrics, please contact Maryanne Nuzzo.

General Information

University of Pennsylvania Office of Gift Management
2929 Walnut Street, Suite 300
Philadelphia, PA 19104-5099

Legal Name: The Trustees of the University of Pennsylvania
Federal Tax Identification Number: 23-1352685

Gift Management Office

Michael Washburn
Senior Director of Gift Management
mwashbur@upenn.edu
(215) 746-7090

Gift Agreements

Mary Allen
Director of Gift Management
mallen22@upenn.edu
(215) 898-5286

Joanna Tzen
Senior Associate Director of Gift Management
josung@upenn.edu
(215) 898-1278

Lorleen Maxwell
Assistant Director of Gift Management
lorleenm@upenn.edu
(215) 746-6964

Estate, Bequest, and Life Income Administration

A photo of Brett Barkman, Associate Director of Estates and Trusts

Brett Barkman
Associate Director of Estates and Trusts
barkman@upenn.edu
(215) 746-8637

Tamra Dunston
Assistant Director of Gift Management
dunston@upenn.edu
(215) 746-7092

Management Reporting and Analysis

Maryanne Nuzzo
Assistant Director of Development
Management Reports and Analysis
nuzzo@upenn.edu
(215) 898-1991

To learn about more giving options, visit the Office of Gift Planning webpage.