Estate & Gift Planning
To some, charitable giving is an annual donation or a pledge to support a particular goal or campaign. To others it is a thoughtful way of sharing the benefits of your life’s work with the organizations that you care about, a way to share a piece of yourself now and create a lasting legacy for future generations.
Wharton’s Office of Gift Planning provides philanthropic services to donors like you, for whom philanthropy is an important part of life. Our goal is to help you integrate your charitable intentions with your overall tax, estate and financial plans. While you don’t give just to save on taxes, it’s a welcome benefit. We collaborate with you and your advisers to ensure that your philanthropy not only maximizes the benefit of available tax incentives, but also creates a lasting legacy, helping you to make a difference in areas important to you both today and for future generations at Wharton.
The materials provided in this web site are for illustration purposes only and are not intended as legal or tax advice. We encourage you to consult your own tax advisor. We are happy to explore how a charitable gift might best meet your personal planning needs.