Planned Giving

Planned giving offers you the opportunity to create a permanent legacy honoring your special connection to Penn Vet, gain peace of mind and security for you and your family, and support the School’s mission of teaching, healing, and discovery.

Planned gifts are flexible, tax-advantaged arrangements that enable donors to make substantial gifts in ways that complement their personal financial planning.  They can be designed to generate life-long income, obtain significant income tax deductions, and reduce or eliminate estate taxes. 

Planned gifts can also be a means of converting low-yielding assets into a higher income stream at a reduced capital gains cost.

Gift Planning Tools

  • Bequest or Estate Intention
  • Charitable Gift Annuity
  • Charitable Remainder Trust
  • Charitable Lead Trust

Assets to Consider

  • Gifts of Cash
  • Appreciated Securities
  • Retirement Assets
  • Real Estate
  • Life Insurance

Over the years, Penn Vet has received generous support from many donors whose gifts have furthered the School’s mission by funding scholarships, professorships, cutting-edge research, and more.  You can be a part of this special group by including Penn Vet in your long-term plans.

Planned giving donors receive membership in the Veterinary Heritage Circle and the University’s Charles Custis Harrison Society.  Benefits of membership include an annual luncheon, invitations to special events and seminars, a subscription to Bellwether magazine, and the University's gift planning newsletter, Key. 

Most importantly, members benefit from knowing that their gift helps shape the future of veterinary medicine for the benefit of animals and humans alike.

Gift Planning staff are always willing to meet with donors and their financial advisors to design the most advantageous ways of giving to the School. 


For more information, contact:

Jillian Marcussen
Penn Vet
Ph: 215-898-4235
Email: jillian2@vet.upenn.edu