The Penn Champions Club is excited to introduce the Penn Athletics Legacy Circle, a planned giving society honoring individuals who have provided for Penn Athletics through a will or living trust, a retirement plan or life insurance policy, or a life income arrangement such as a charitable gift annuity or charitable remainder trust.

Through thoughtful planning, members of the Penn Athletics Legacy Circle have demonstrated their commitment to the future of Penn’s Athletic programs, providing positive impact on the experience of current and future student-athletes, ensuring they become champions in the classroom, in the community, and in competition. Notification of your gift enables Penn Athletics to confidently plan for its future—ensuring student-athletes achieve a world-class academic and athletic experience.

Making a planned gift to Penn Athletics also allows you to take advantage of all the benefits of membership in the University’s Charles Custis Harrison Society. Benefits of Harrison Society membership include annual luncheons, invitations to special events and seminars, and a subscription to the University's gift planning newsletter.

To learn more about membership in the Penn Athletics Legacy Circle and the many planned giving options available, please contact the Penn Champions Club at (215) 898-4717. 

Create your legacy and become a member of the Penn Athletics Legacy Circle today!

 

GIVING OPTIONS

 

A GIFT THROUGH YOUR WILL

Gifts by will are an easy and powerful way to show support. A bequest

can be made in the form of a specific dollar amount or property, or a

percentage of the remainder of an estate. The latter allows more flexibility

in planning.

 

A GIFT THAT PROVIDES PAYMENTS TO YOU

Make a gift and receive payments for yourself or a loved one while

achieving income tax and estate planning objectives. Penn offers options

including charitable gift annuities and charitable remainder trusts.

 

A GIFT OF RETIREMENT PLAN ASSETS OR LIFE INSURANCE

Designate Penn Athletics as a remainder beneficiary of your IRA or other

qualified retirement plan or your life insurance policy.

 

A SMART GIFT

The IRA charitable rollover allows those age 70½ and older to give up to

$100,000 from their IRA to Penn Athletics tax-free, allowing a transfer

directly to Penn without having to recognize the transfer as taxable income.

 

A GIFT FOR MANY

The Penn Donor Advised Fund is a way to support Penn Athletics and other

charities in an efficient way. The Penn DAF provides a way to make a gift

now and “lock in” a charitable tax deduction the year the gift is made, while

making charitable distribution recommendations at a later date. A Penn

DAF is easier to create and manage, and is more tax-effective, than a private

or family foundation.

 

A TAX-WISE GIFT

Establish a charitable lead trust and achieve certain income or estate tax

planning objectives. A charitable lead trust holds income-producing assets

for a number of years, making annual payments to Penn Athletics. When the

trust ends, assets are paid back to you, your children or your grandchildren.