Goals and Benefits

Make a larger gift to Penn Medicine — and avoid capital gains liability.

Give appreciated assets held over one year.

Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding or minimizing capital gains tax.

Make a gift for the future of Penn Medicine that doesn't affect your cash flow or retirement assets now.

Put a bequest in your will (cash, specific property, or a share of the estate residue).

Today — a gift that costs you and your family nothing. Tomorrow — an estate tax deduction.

Retain benefits from the assets you give to Penn Medicine.

Establish a charitable gift annuity or a charitable remainder trust.

Receive payments for your lifetime; receive a charitable deduction; provide future support for Penn Medicine.

Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

Provides a larger deduction and a payout income rate than other life-income gifts can offer.

Tap into one of the most valuable assets in your portfolio to make a gift to Penn Medicine.

Use real estate to make your gift to Penn Medicine.

Avoid capital gains tax, receive an income tax deduction, and have the option of a gift that doesn't affect your lifestyle.

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren.

Establish a charitable lead trust that supports programs at Penn Medicine for a fixed period with the trust assets going to your heirs in the future.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.

Locate an overlooked asset that you can easily give to Penn Medicine.

Name Penn Medicine as beneficiary of your retirement plan.

Eliminate income tax on retirement plan assets; leave other property to pass to your heirs.

Make a gift from income rather than capital and reduce your annual RMD.

Donate up to $100k to Penn Medicine using the Charitable IRA Rollover.

Support Penn Medicine now and pay no taxes on the IRA distribution to Penn Medicine.