Gift Planning

Let your legacy leave a lasting impact on education.

By including Penn GSE as a beneficiary in your will, retirement plan, or life insurance policy, you can ensure that your legacy will help prepare future generations of leaders across the field of education for centuries to come. Learn below about the ways to leave a legacy with Penn GSE.

Or, you can contact the Office of Gift Planning by calling (215) 898-6171 or emailing giftplan@gse.upenn.edu

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Penn GSE

Make a Gift

  • Gift Planning Slideshow - Middle School Student

    Philadelphia middle school student at a classroom desk tapping a pencil on her chin

    By including Penn GSE as a beneficiary in your will, retirement plan, or life insurance policy, you can leave a lasting impact on education.

     

  • Gift Planning Slideshow - Philly Alumna

    Penn GSE alumna teacher in Philadelphia classroom wearing Penn lanyard

    Gift planning supports our work producing educators, leaders, and change makers who touch millions of lives through their commitment to education.

     

  • Gift Planning Slideshow - Commencement

    Penn GSE graduates in caps and gowns walking at Commencement

    You can create a legacy that will help prepare future generations of leaders across the field of education for centuries to come.

     

Penn and GSE recognize supporters for their generosity and consistency through the following giving circles.

 

William B. Castetter Circle of Legacy Donors

Join the many alumni and friends in the William B. Castetter Circle of Legacy Donors who have already made commitment to leave a legacy at Penn GSE by supporting scholarship, faculty research and programs, and the highest priorities of the school in their estate plans. To learn more, click below.

Request Information

Or, you can contact Robert Vosburgh, JD, at (800) 223-8236 or (215) 898-6171 or vosburgh@upenn.edu.

Penn GSE logo with “William B. Castetter Circle” written beneath it

The Harrison Society of the University of Pennsylvania

In 1995, the University of Pennsylvania founded the Charles Custis Harrison Society as a way to provide ongoing thanks and to acknowledge the generosity of all who have named Penn as a beneficiary of a will, living trust, retirement plan, or life insurance policy, or have set up a life income gift that benefits Penn in the future.

Learn More

Logo for the Harrison Society at the University of Pennsylvania, featuring a gold key

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 of assets, through your retirement plan, life insurance policy, and more

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. Learn more

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. Learn more

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.

Already included Penn GSE in your estate plans?

Thank you! Please let us know. Contact Jane Lindahl at (215) 573-6084 or jlindahl@upenn.edu 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 illustrative 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.

Headshot of Jill Sunday Bartoli

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

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