David Maudie '87 Executive Director for Development and Planned Giving Development Sutton Hall, Room 355 724-357-2243 Once the Penn DAF is established, the donor may recommend charitable grants to Penn and to other charities. Begin My Giving Journey I want to plan a gift based on my Planned giving is a way to share a piece of yourself now and create a lasting legacy for future generations. For more information, contact Dave Maudie '87, Director of Planned Giving, at 724-357-2243. Planned or deferred gifts include, bequests, charitable gift annuities, retirement asset designations, charitable remained trusts and other tax-savvy options. The Protecting Americans from Tax Hikes Act of 2015, has extended the IRA Charitable Rollover permanently. A longer delay between the creation of the deferred gift annuity and the commencement of payments result in a higher annuity rate and a larger income tax charitable deduction. There are varying tax and estate benefits that can be realized by making a planned gift including a charitable tax deduction and avoidance, in some instances, of the estate and capital gains tax. Work with a portfolio of new and existing planned giving donors to secure confirmed bequests, life income gifts, charitable gift annuities and outright gifts; responsible for identifying,. The Penn Impact Annuity is a way to plan a gift that has immediate impact. The term planned giving encompasses various ways that financial gifts can be given from existing resources as part of an individual or family's financial or estate planning. 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 through a planned gift. Such gifts usually include legal documents and often require the assistance of a qualified professional advisor to complete. The Charitable Lead Trust can be an attractive gift vehicle when a donors goal is to make a generous gift to the University and achieve certain income or estate tax planning objectives. The information provided on this website is for illustrative purposes only and is not intended as legal or tax advice. Based on 1 salaries posted anonymously by University of Pennsylvania Planned Giving Officer employees in Philadelphia. Unitrust payments are taxed to the donor based upon the type of income earned by the trust. 1. Since it first opened to the public in 1933, generations of Arboretum members and visitors have continued to benefit from Lydia's legacy. 1 PLANNED GIVING REPORT 2020-2021 Dear Alumni and Friends, The impact of the Tower Society is felt across campus. The donor is eligible for a charitable income tax deduction in the year that the gift is made. The University of Pennsylvania does not offer tax or legal advice, and encourages you to consult with your own advisors regarding this information. It is best to have both the designation and the language approved by the University to avoid any potential difficulties in the execution of the will, and to ensure the University meets your gift intention. In terms of higher education levels, we found that 19.8% of planned giving officers have master's degrees. . Office of Gift Planning Academic Departments 215-898-3542 Planned Giving You can support Grambling State University by making a charitable gift, a gift that requires consideration and planning in light of your overall estate plan. By . As you explore the available options for such a gift, we welcome the chance to work with you and your legal, financial, and other advisors to develop a carefully crafted gift plan that's mutually beneficial to you and IUP. 2009. Planned Gifts: A planned gift, as a part of your financial and estate planning, provides additional tax and income benefits to you and your family. With a variety of charitable giving tools and techniques, our office can help you plan a meaningful gift that makes a difference for you and Penn. Accounting, MBA Graduate On-Campus Professional Degree The Wharton School Master's. Accounting, PhD Graduate On-Campus PhD The Wharton School. At MCA, Werblin made a considerable name at identifying & managing talent. I95 50 Thank you! Penn currently serves as trustee of many charitable trusts and provides these services to donors and beneficiaries of those trusts. Contact Us Penn Medicine Planned Giving Office of Planned Giving 3535 Market Street, Suite 750 Philadelphia, PA 19104-3309 215-746-3007 | kimgrube@upenn.edu In exchange for a gift of $25,000 or more, Penn will provide guaranteed lifetime annuity payments at an attractive rate. With this type of donation, you can also: Give without affecting your income. Accounting, BS Undergraduate On-Campus Bachelor's The Wharton School Major. The average University Planned Giving Director salary in Philadelphia, Pennsylvania is $116,110 as of July 26, 2022, but the salary range typically falls between $94,470 and $139,340. For more information, pleasecontact our Development Office. 220 South 33rd Street | 123 Towne Building | Philadelphia, PA 19104-6391 | 215-898-6564 Penn Dental Medicine Vice Dean of Institutional Advancement Thank you for visiting the Office of Planned Giving website. At least 50% of the gift must be designated over time to University programs, with the remaining balance available to other charitable organizations. Planned giving is the process of planning your charitable donations in advance. Making a bequest to Penn GSE costs nothing now and can enable you to make a larger gift than you might have thought possible. Penns 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. A charitable bequest can also be designated for a specific purpose. He was a leader of the Virginia Colony between September 1608 and August 1609, and he led . Historic Gift a Lasting Legacy School to receive $20 million estate gift honoring Class of 1917 graduate Dr. Arthur E. Corby. Like a Charitable Gift Annuity, this unique giving vehicle provides guaranteed payments to you or a loved one. Provide yourself added income. Our goal at Penn Engineering is not only to excel but to challenge assumptions and discover novel solutions for everyday life. 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. Pennsylvania, United States. The Foundation for IUP is a partner in facilitating the university's goals and promoting a superior student experience. It offers substantial tax benefits and can easily be changed to address your changing needs. Through creative charitable giving tools and techniques such as Bequests, Charitable Gift Annuities, and Charitable Remainder Trusts among others, you could increase your retirement income, pay for your childs/grandchilds college education, or provide for your loved ones and support Penn Engineering with a significant gift. From bold initiatives to brave new programs, Penn Engineering is pushing the boundaries of expectation and creating opportunities for progress in our classrooms, our neighborhoods, and our world. window.location.hash:'';PGC.server = 'https://www.giftcalcs.com'; Your support through a planned gift can also bring financial benefits to you by generating lifelong income; converting low-yielding assets into a higher income stream at a reduced capital gains cost; obtaining significant income tax deductions; and reducing or eliminating estate taxes. (215) 898-6171 Like a Charitable Gift Annuity, this unique giving vehicle provides guaranteed payments to you or a loved one. Approximately 30 to 60 percent of a planned giving ofcer's time should be spent visiting donors and their professional nancial advisors. 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 through a planned gift. When your gift annuity ends, its remaining principal passes to Penn. Even though most planned giving officers have a college degree, it's impossible to become one with only a high school degree or GED. For assistance with making a planned gift, please contact Lynn Ierardi, J.D., at 215-898-6171 or lierardi@upenn.edu. A Charitable Remainder Trust allows a donor to transfer assets into a separately managed trust that will provide beneficiaries named by the donor with payments for life or for a period of years. Report accessibility issues and get help, SCHOOL OF ENGINEERING AND APPLIED SCIENCE, 220 South 33rd Street | 123 Towne Building | Philadelphia, PA 19104-6391 | 215-898-6564, Contact us with questions about admissions or academic programs | For website issues, email the webmaster The average University Planned Giving Director salary in Harleysville, Pennsylvania is $114,250 as of August 29, 2022, but the salary range typically falls between $92,950 and $137,110. You make an irrevocable gift of cash, securities, or other property to Penn. The donor decides the payout rate of the trust in consultation with the trustees he or she selects. PAE-Office of the Vice Chancellor - Pennsylvania-Pittsburgh - (22004444) The University of Pittsburgh's Division of Philanthropic & Alumni Engagement (PAE) is seeking an Associate Director to join a progressive team within the Office of Planned Giving, Schools and Centers. The simplest life income gift arrangement, the Charitable Gift Annuity is a contract between Penn and the donor, providing for payments to one or two beneficiaries at a fixed rate. In exchange for a gift of $25,000 or more, the University will provide guaranteed lifetime annuity payments at an attractive rate. 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. All questions about the admissions process should be directed to your academic program of interest. For assistance with making a planned gift, please contact Lynn Ierardi, J.D., at 215-898-6171 or lierardi@upenn.edu. Planned Giving In her will, Lydia Thompson Morris donated her estate, Compton, to the University of Pennsylvania and provided an endowment for the newly-created Morris Arboretum. Explore your opportunities. University of Missouri-Kansas City School of Law Planned Giving. Learn below about the ways to leave a legacy with Penn GSE. Unrestricted Gift (a gift that can be used where need or opportunity is greatest). The donor designates one of the Universitys priorities to receive the first three years of payments. Call 717-815-1795. Plan a gift Scholar Joey, W'23 "The classes at Penn are great, but the full Penn experience outside of the classroom is so much more important. 3. The Robert Schattner Center, University of Pennsylvania, School of Dental Medicine 240 South 40th Street, Philadelphia, PA 19104-6030, Copyright 2022 Penn Home Disclaimer Privacy Policy Box 668 California, PA 15419 GIVE ONLINE Planned giving offers you the opportunity to honor a special pet or person in your life, gain peace of mind and security for you and your family, and support the School's mission of teaching, healing, and scientific discovery. The Penn Impact Annuity provides a way for your gift to have an immediate impact. If you have any questions regarding the IRA QCD giving opportunity or how to make a planned gift to Harvard, please contact University Planned Giving at pgo@harvard.edu or 800-446-1277. Contact the Office of Gift Planning at 215.898.6171 or giftplan@dev.upenn.edu, or visit giving.upenn.edu/gift-planning to learn about the many ways to support student financial aid. Thereafter, you enjoy the advantage of the annuity payments. 61 followers 60 connections. Penn's EIN# is 23-1352685. giftplan@dev.upenn.edu. This trust makes annual payments fixed at a specific percentage of the value of the trust when it is established. York College of Pennsylvania is a private liberal arts college located in York, Pennsylvania. PENN ENGINEERING 2017 | UNIVERSITY OF PENNSYLVANIA | SCHOOL OF ENGINEERING AND APPLIED SCIENCE A Charitable Gift Annuity also allows for potential tax advantages, such as a reduction in estate and capital gains taxes. Arts and Sciences Annual Giving Change fund One-time Monthly Or choose another gift type US dollar For the amount of $100 $1,000 $2,500 $ My own amount Gift options Honor In Memory Is this a joint gift An anonymous gift Special Reason My employer will match this gift Does my employer match gifts? 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. Cecilia Hughes Planned Giving Officer/Donor Fund Administrator 412.396.4279 412.396.3003 (f) Hughesc1356@duq.edu These estate gifts follow in the tradition of Benjamin Franklin, funding scholarships and professorships and contributing to programs that enhance the liberal arts experience at Penn. Oral Maxillofacial Surgery Residency/M.D. Donors do not receive an income tax charitable deduction. A bequest can be made in the form of a specific gift of cash or property, or a percentage of the remainder of an estate. devise and bequeath to the Trustees of the University of Pennsylvania, a nonprofit corporation organized and operating under the laws of the Commonwealth of Pennsylvania, the sum of _____ (or . We've determined that 70.1% of planned giving officers have a bachelor's degree. The Penn DAF provides a convenient way to make a gift now, and lock in a charitable tax deduction when the gift is made, while deferring the decision of where to designate support until a later date. Listen to Should You Join A High-priced Ecommerce Mastermind? A free inside look at University of Pennsylvania monthly pay trends based on 1 monthly pay wages for [jobTitleCount] jobs at University of Pennsylvania. 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, GR86, emerita, Elizabethtown College; member, The William B. Castetter Circle, University of PennsylvaniaGraduate School of Education3700 Walnut StreetPhiladelphia, PA 19104, Report accessibility issues and request help, Disclaimer | Privacy Policy | Penn GSE Equal Opportunity & Harassment Policies, University of Pennsylvania Graduate School of Education, Professional Development & Continuing Education, William B. Castetter Circle of Legacy Donors, Penn GSE Equal Opportunity & Harassment Policies. An advantage of the Charitable Lead Trust is that the gift to Penn is made up front so the donor can see their philanthropy in action. Please make your check payable to the Foundation for California University of Pennsylvania, which manages the University's endowment and processes all online gifts. Director of Planned Giving and Endowments at Jewish Federation of the Lehigh Valley . Planned or deferred gifts include, bequests, charitable gift annuities, retirement asset designations, charitable remained trusts and other tax-savvy options. Faculty Index Outside the US (UK? . You can create a legacy that will help prepare future generations of leaders across the field of education for centuries to come. From innovative initiatives to brave new programs, Penn is pushing the boundaries of expectation and discovering new opportunities for creating impact in our classrooms, our neighborhoods, and our world. A. Foundation for California University of Pennsylvania P.O. 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