Planned Giving

At Penn Medicine, we envision a world free from health conditions that impact the quality of our lives and the lives of our family and friends. To do this, we strive to provide high quality and patient-centered care and aspire to advance medical science through innovative research. 

We are extremely grateful for the generous commitments of our donors who are helping make that vision a reality. These cherished donors are members of our Medical Legacy Circle because they have chosen to support our mission through financial and estate planning, with charitable gift annuities, trusts, retirement plan assets, life insurance, or real estate gifts. Planned gifts like these are critical to the future of Penn Medicine and our mission. A planned gift will leave a legacy of support for programs and initiatives that will have an impact for years to come.

Thank you for visiting the Office of Planned Giving website. We are here to answer your questions and help you achieve your vision of philanthropic support to Penn Medicine. Our institution is stronger than ever because of donors like you.  

– Dean J. Larry Jameson, MD, PhD

Planned gifts provide the resources that create extraordinary opportunities and that help preserve the future of Penn Medicine.

The programs of Penn Medicine depend upon your support. To that end, there are myriad giving options — from naming Penn Medicine as a beneficiary in your retirement plan or insurance policy, to gifts of real estate, stock, and many other assets many of our supporters would never suspect could be devoted to support Penn Medicine.

The material presented in this Web site is not offered as legal or tax advice. We urge you to seek the advice of your tax advisor, attorney and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning.

Did You Know?

A donor who wishes to make a gift to Penn Medicine through his or her will (known as a bequest) need not rewrite the whole will to accomplish this. We can provide custom language so you can direct your bequest gift to the area within Penn Medicine that is the most important to you. Share this language with your attorney, who can draft a codicil, a simple addendum to the will, leaving your other estate plans in place. See gift of bequest information.