Making a Gift to the Institute on Aging
The progress that has been made in learning more about the 'how' and 'why' of aging has come about as a result of dedicated research - and researchers - and important investments of time and funding.
For all that we know, there is much more yet to be questioned, understood, and translated into clinical trials and eventual treatments, interventions, and preventive therapies. Neurodegenerative diseases, osteoporosis, cardiovascular health, nursing care - these are but a few of the areas in which Penn researchers in aging are actively working.
Your financial support is an important investment in bringing us closer to finding the answers to questions of aging and to improving the health and quality of aging of older adults.
There are many ways to directly contribute to the research being conducted at Penn and the Institute of Aging (IOA).
Ways to Support Research in Aging:
For information on how to support the Penn Institute on Aging (IOA) please contact:
Irene I. Lukoff
Senior Director of Development
PENN Medicine Centers & Institutes
3535 Market Street, Suite 750
Philadelphia, PA 19104-3309
Email: ilukoff@upenn.edu
Tel: 215-573-0187
Fax: 215-573-2800
There are a number of ways you can support research in aging at Penn. Here are just a few opportunities:
- Unrestricted Giving
Unrestricted giving allows the IOA the flexibility to direct your contribution to areas where the need is greatest.
- Targeted or Restricted Research
A targeted or restricted gift enables you to direct resources to specific research initiatives, new pilot programs, faculty support, or education for the next generation of physician-scientists. The pledge may be made over multiple years.
Some examples of areas where targeted or restricted giving could be applied are: - Visiting Scholars Series -- a lecture series bringing several researchers and clinicians in aging research to Penn each academic year to present a formal lecture, mentor students and junior faculty, and meet with senior faculty and the community
- Pilot Research Grant Program -- (see Pilot Research Grant Program for recent awards and projects)
- Annual Sponsored Seminars/Symposia on Topics in Aging (see Past Events for some examples)
- Specific research areas, such as Alzheimer's, Parkinson's, FTD, Osteoporosis, etc.
- Named Funds
A gift of $25,000 or more establishes a fund named in your honor or that of a loved one, and enables you to direct resources to specific research initiatives, new pilot programs, faculty support, or education for the next generation of physician-scientists. The pledge may be made over multiple years.
- Tribute or Memoriam Gifts and Named Memorial Funds
Gifts can be made to the IOA in tribute or in memory of a loved one. Gifts can also be made to support existing Memorial Funds in memory of a loved one.
- Naming Opportunities
Making a significant gift that provides financial support to ensure the future of the IOA or an IOA program provides the donor with the opportunity to lend his or her name or the name of a loved one to the funded program.
Naming Opportunities include: - Naming the Institute on Aging - $25 million
- Naming a Research Program in Specific Area of Aging - $5 million
- IOA Pilot Research Grant Program - $1 million
- IOA Visiting Scholars Series - $500,000
- IOA Annual Sponsored Seminar - $500,000
- New Faculty Recruits
To support and advance research in aging and clinical efforts here at the University of Pennsylvania School of Medicine, the IOA supports the recruitment and funding of new faculty recruits in areas of aging and age related disease research. Such funding includes establishing laboratory and research space, along with research support staff, to enable the new faculty member to conduct research and apply for external funding. $500,000 will support one faculty recruit for five years.
How do I make a gift?
You can make a gift, in your name or in memory of a loved one, to support the IOA's research efforts in aging and age related diseases. Secure, online giving is available by clicking here.
Other Options
To make a gift of appreciated securities, contact the University's Treasurer's Office to arrange a stock transfer. For more information, please call 215-898-7254.
Matching gift programs double and, in some cases, even triple your gift. Visit your employer's personnel office to find out more about your company's matching gift program.
Make a planned gift to the IOA through your financial or estate plans. This includes such giving mechanims as bequests, charitable gift annuities, life income gifts, retirement plan beneficiary designations, and charitable remainder trusts. Bequests can be made in the form of a specific gift of cash or property or a percentage of the remainder of an estate or trust. Language should specify that the gift is for the Institute on Aging. The full amount of a bequest is usually deductible for estate tax purposes. To learn more about how to create a planned gift, contact the Office of Planned Giving at 215-898-9486 or email Marcie Merz, JD, Executive Director of Gift Planning & Associate General Counsel at mmerz@ben.dev.upenn.edu.



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