Assets You Can Give
Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts
of appreciated securities.
Business Interests
Give Wharton an interest in a closely-held
or family business.
Cash
Maximize your charitable deduction and deliver immediate benefits
to Wharton.
Life Insurance
- New Policy - You can fund a future gift for us from your income instead of capital.
- Paid-Up Policy - Give us a policy whose coverage you no longer need.
- Gift-Replacement - Create a life-income gift for yourself; use insurance proceeds to restore the value of your gift to benefit your heirs.
Partnership Interests
Support Wharton by transferring an interest
in a real estate or oil-and-gas partnership.
Personal Property
Donate books, artwork, or equipment and secure an income
tax deduction.
Real Estate
Make a substantial gift to Wharton through
a transfer of residential, commercial, or undeveloped real estate.
Retirement Plans
The balance of your retirement plan may be worth more when donated
to Wharton than to your heirs.