Planning Your Legacy at Penn GSE
There are many ways to include Penn GSE in your estate plans. Penn’s Office of Gift Planning can work with you and your advisors to make sure your personal planning and charitable giving objectives are met in a way that is fulfilling and maximizes the benefits of available tax incentives.
Make a bequest
Making a bequest to Penn GSE costs nothing now and can enable you to make a larger gift than you might have thought possible. It offers substantial tax benefits and can easily be changed to address your changing needs. Learn more
Make a gift though 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 gift annuity
By funding a gift annuity, you are guaranteed annual payments for life, and tax benefits, with the remainder to support Penn GSE. Penn offers multiple structures and plans—including Charitable Gift Annuities, Deferred Charitable Gift Annuities, and the Penn Impact Annuity—to fit your needs.
Visit the Office of Gift Planning website to explore the many ways to make a planned gift, learn about Assets to Give, and use the Gift Calculator.
Or, you can contact Robert Vosburgh, JD, at (800) 223-8236 or (215) 898-6171 or vosburgh@upenn.edu.
Giving the Opportunity to Serve
“My experience at Penn GSE deepened my commitment to equal educational opportunity, to service in pursuit of economic and social justice, and to working collaboratively for the common good. Penn GSE gave me the knowledge and skills to explore, understand, and reduce the barriers that too many of our children face.”
—Jill Sunday Bartoli, GR’86, emerita, Elizabethtown College; member, The William B. Castetter Circle