Disclaimer and Privacy Notice

Disclaimer

The material presented in this Web site is not offered as legal or tax advice. Examples of tax benefits and results of various examples shown are based on the stated IRS discount rate and on other assumptions which may not apply to your situation at the time of your gift.

You are urged 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.

All material is presented solely as educational information and is not a solicitation or offer.

Privacy Notice

At Penn Medicine we are committed to full legal compliance with respect to protecting the privacy of the information that you have entrusted to us.

The following is a description of what information we collect and how we use it.

The information we collect:

We collect nonpublic personal financial and statistical information about you from the following sources:

• Application or other forms you complete and give to us
• Transactions you make with us, our agents and subagents
• Consumer reporting agencies

The information we disclose:

We do not disclose any nonpublic personal financial information about you to anyone, except as required by law.

Our security procedures:

We restrict access to nonpublic personal financial information about you to those employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal and state regulations to guard your nonpublic personal information.