Gift Planning

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Company

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I am interested in making a planned gift to Penn. Please send me additional information on

Bequests

Beneficiary Designations

Qualified Charitable Designations

Charitable Gift Annuities

Charitable Remainder Trusts

Charitable Lead Trusts

The Penn Donor Advised Fund

The best way to fund my gift using

Appreciated Securities

Retirement Plan Assets

Life Insurance

Real Estate

Personal Property (art, collectibles, etc.)

Private Stock, Closely Held Business Interests, and Other Complex Assets

If Penn is included in your estate plans, please let us know

I have already included Penn in my estate plans. Please include me as a member of the Harrison Society.

Additional Comments

First Name*

Last Name*

Street Address*

City*

State / Province / Region*

ZIP / Postal Code

Country

Email*

Class year (if applicable)

Phone

Birth Date(s) - Needed to provide gift illustration

Month

Day

Year

To speak to a member of Penn’s gift planning team, contact us directly at (215) 898-6171 or by e-mail at giftplan@dev.upenn.edu.

Office of Gift Planning

(215) 898-6171
giftplan@dev.upenn.edu

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