Gift Planning at Penn GSE

Make a lasting impact on education

by including Penn GSE in your estate plans.

 

For more information on these & other ways to support GSE, please contact:

Robert Vosburgh, JD
(800) 223-8236
(215) 898-6171
vosburgh@upenn.edu

Naming Penn GSE as a beneficiary of your will, retirement plan or life insurance policy is easy and can be done at any age. By making a bequest to Penn GSE, you can prepare future generations of exceptional leaders in education. Bequests provide scholarships for aspiring teachers and support groundbreaking faculty research.

A bequest:

  • costs nothing now
  • can enable you to make a larger gift than you might have thought possible
  • offers substantial tax benefits
  • can be easily modified to address your changing needs
  • earns you membership in GSE’s Castetter Circle of legacy donors
  • confirms your lasting commitment to educational excellence

Include GSE in Your Will

To include GSE in your will, share this language with your advisor: “I give, devise, and bequeath to The Trustees of the University of Pennsylvania, a nonprofit corporation organized and existing under the laws of the Commonwealth of Pennsylvania and located in Philadelphia, Pennsylvania, the sum of $____________ [or ______% of the rest, residue and remainder of my estate] for the benefit of the Graduate School of Education, to be used for its general purposes.”

Make a Gift Through your Retirement Plan or Life Insurance Policy

You can also make a gift through your retirement plan or life insurance policy, by naming “The Trustees of the University of Pennsylvania, for the benefit of the Graduate School of Education” on the change of beneficiary form for the amount or percentage you wish to donate.

Fund a Charitable Gift Annuity

You can also fund a charitable gift annuity that provides guaranteed annual payments for life, and tax benefits, with the remainder to support GSE. 
Contact Robert Vosburgh for more information.

Already Included the Graduate School of Education in Your Plans?

Thank you! Please let us know, so we can thank you and welcome you as a member of the William B. Castetter Circle.

The information provided on this website is for illustration purposes only and is not intended as legal or tax advice. We encourage you to consult your own tax advisor. We are happy to explore how a charitable gift might best meet your personal planning needs.