Charitable Remainder Unitrusts
(Additional Planning Tips)
Education Trust:
Create a trust for a term of years, using the payments to fund a loved one's
education. At the end of the term, the remainder passes to PENN Medicine to
use where you have designated.
Special Needs Trust:
It is now possible for a charitable remainder unitrust to make payments to a
separate vehicle set aside to meet the needs of a loved one with a qualified
disability.
Parents' Trust:
If you're providing annual payments to parents, consider establishing a trust
that pays payments to them; you receive a charitable deduction at the time
of funding and the satisfaction of helping both PENN Medicine and
your family.
For more information
Email us, complete the personal illustration form, or call us at 215-898-9486 so that we can assist you through every step of the process.
PENN Medicine
Christine S. Ewan, J.D.
Director, Planned Giving
3535 Market Street, Suite 750
Philadelphia, PA 19104-3309
215-898-9486 | Fax: 215-573-2186
E-mail: cewan@upenn.edu
