Goals and Benefits

Your Goals

Your Strategy

Your Benefits

Maximize your deduction; minimize the gift details.

Use cash to make your gift to Wharton.

Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on Wharton.

Afford a larger gift to Wharton — and avoid capital gains liability.

Give appreciated stock or bonds held over one year.

Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax.

Make a gift for Wharton's future that doesn't affect your cash flow or portfolio now.

Put a bequest in your will (cash, specific property, or a share of the estate residue).

Today — a gift that costs you and your family nothing. Tomorrow — an estate tax deduction.

Retain income benefits from the assets you give to Wharton — thus afford a larger gift.

Create a charitable gift annuity or a charitable remainder annuity trust or unitrust.

Receive income for your lifetime; receive a charitable deduction; diversify your holdings.

Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

A larger deduction and a higher income rate than other life-income gifts offer.

Tap one of the most valuable assets in your portfolio to make a gift to Wharton.

Use real estate to make your gift to Wharton.

Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle.

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren.

Create a charitable lead trust which supports programs at Wharton for a fixed, finite period with the principal going to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.

Avoid capital gains liability on the transfer of a business or partnership interest.

Contribute the partnership interest or closely-held stock to Wharton.

Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked.

Locate an overlooked asset that you can easily give to Wharton.

Name Wharton as beneficiary of your retirement plan; leave other assets to family.

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs.

Make an endowment gift from income rather than capital.

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need.

Increase your ability to make a significant gift to Wharton.

Disclaimer and Privacy Notice

Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Deferred Gift Annuity Remainder Annuity Trust Remainder Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Lifetime Gifts of Insurance Gift-Replacement Life Insurance Partnership Interests Personal Property Real Estate Retirement Plans
Resources Frequent Questions Glossary