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Bequests
(Gift illustration)
How it works
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You can provide now for a future gift to Wharton by including a bequest provision in your will or revocable trust. |
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Wharton receives the gift, and applies it to the purpose(s) you specified. |
Benefits
- Your assets remain in your control during your lifetime.
- You can modify your bequest if your circumstances change.
- You can direct your bequest to a particular purpose (be sure to check with Wharton to make sure your gift can be used as intended).
- There is no upper limit on the estate tax deductions that can be taken for charitable bequests.
- You know that your gift will benefit Wharton tomorrow just as you intend it to today.
For more information
Email us, complete the personal illustration form, or call us at 215.898.1638 so that we can assist you through every step of the process.