Planned Giving

Planned gifts are among the School’s most important sources of support and provide a way for alumni, parents, and friends of Penn Arts and Sciences to create a lasting legacy.

Charitable Bequest

Bequests have helped shape the character of Penn since it was founded, and to this day provide endowed scholarships and fellowships for students, support faculty research, and create opportunities for new programs. Learn more about naming the School of Arts and Sciences as a beneficiary of your will.

Charitable Gift Annuity

Setting up a Charitable Gift Annuity (CGA) is a simple way to supplement retirement income by providing a fixed income for life for you or one or two people while also supporting the School of Arts and Sciences. Learn more about creating a CGA.

The Charles Custis Harrison Society

Providing for the School of Arts and Sciences through a planned gift entitles you to a lifetime membership in the Harrison Society. Learn more about the Harrison Society.

Additional options for meeting your personal planning and charitable giving objectives, including Charitable Remainder Trusts, Charitable Lead Trusts, and the Penn Donor Advised Fund, can be found on Penn’s Office of Gift Planning website.

Contact the Gift Planning Team

As professionals with extensive experience in gift planning, Penn’s Gift Planning experts have the knowledge, ingenuity, and commitment to answer your questions about the many available giving opportunities. For assistance with making a planned gift, please contact Lynn Ierardi, J.D., at 215-898-6171 or lierardi@dev.upenn.edu

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