Gift Planning
Inspiring impact through philanthropy
TALK TO US:
Office of Gift Planning
(215) 898-6171
giftplan@dev.upenn.edu
From innovative initiatives to brave new programs, Penn is pushing the boundaries of expectation and discovering new opportunities for creating impact in our classrooms, our neighborhoods, and our world.
The University’s Office of Gift Planning is here to help integrate charitable intentions into your estate, tax, and financial planning. With a variety of charitable giving tools and techniques, our office can help you plan a meaningful gift that makes a difference for you and Penn.

Giving Options
Learn about the many giving vehicles and how they can benefit both you and Penn.
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Assets to Give
Explore the types of assets—such as stocks, real estate, and retirement accounts—that you can use when planning a gift to support Penn.
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Bequest Administration
Connect with University representatives to administer a bequest to the University.
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Gift Planning Office: Meet the Team
Meet the experts at Penn who can guide you through your planned giving journey.
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Frequently Asked Questions about Giving
Find answers to common questions when planning a gift to Penn.
Learn MoreThe Charles Custis Harrison Society
The Charles Custis Harrison Society honors donors who include Penn in their estate plans.
Gift Planning Educational Seminars
Explore videos featuring expert talks on charitable strategies, QCDs, bequests, and legacy giving.
The University of Pennsylvania does not offer tax or legal advice. We encourage you to consult with your own advisors and our Office of Gift Planning to ensure any arrangement aligns with your goals.