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Legacy Planner
What assets can I use?
Most of the gift arrangements shown can be funded with any of the following assets. Please call us for more information.
  • Cash:
    Universaly accepted. The easiest way to fund a gift.
  • Appreciated Securities:
    The more appreciation, the more you can save on capital gains.
  • Real Estate:
    Free and clear is best, but all properties will be considered.

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

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