What do you value most? By thinking creatively and planning ahead, you can make prudent financial decisions, create a lasting legacy that perpetuates your values, and ensure that the Penn Museum remains a vibrant place for generations to come.
We owe a great debt to the Penn Museum's founders and others whom have come before us for cementing the Museum's reputation as one of the great archaeological institutions in the world.
Planned Gifts are excellent ways to support the Penn Museum, while creating lasting legacies in recognition of each donor's generosity. You can tailor bequests and structure gifts of stock, real estate, life insurance, or retirement plans to maximize tax savings while providing for the Museum.
If you are considering making a planned gift to support the Museum, or if you've already included in the Museum in your estate plan but haven't yet notified us, we look forward to hearing from you.
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You can name the Penn Museum as a partial beneficiary of a LIFE INSURANCE POLICY, which may generate favorable tax advantages for your non-charitable beneficiaries.
You can name the Penn Museum as a beneficiary of your IRA, thereby generating a tax deduction that may shield other assets in your estate while avoiding the “double taxation” of appreciated IRA assets.
You can make a gift to the Penn Museum, receive an immediate income tax deduction, and generate an income stream for life through a CHARITABLE REMAINDER TRUST.
You can make a gift to the Penn Museum, take advantage of favorable planning to pass on tax-advantaged assets to your non-charitable beneficiaries in the future through a CHARITABLE LEAD TRUST.