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Legacy Planner
What are my giving options?
Make a gift using cash.
Easy to give. Provides the largest tax deduction.
Make a gift using assets other than cash.
Receive a deduction for the full value. Avoid capital gains tax too.
"Loan" an asset for some time, then take it back.
Give up control temporarily and receive generous tax benefits.

Immediate tax benefits.

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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