Penn Medicine Office of Planned Giving

Gift of Appreciated Securities

How It Works

You transfer securities to Penn Medicine.

Penn Medicine sells your securities and uses the proceeds for its programs.


  • You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.

  • You pay no capital gains tax on the securities you donate.

  • You can direct your gift to a specific fund or purpose.

  • You have the satisfaction of making a significant gift now or funding a life-income gift that benefits Penn Medicine later.

Click to download the University of Pennsylvania Securities Transfer Request Form (PDF).

For More Information

E-mail or call us at 215-898-9486, or complete the Request Information form. We will happily assist you through every step of the process.

Penn Medicine
Office of Planned Giving
Christine S. Ewan, J.D.
Director, Planned Giving
3535 Market Street, Suite 750
Philadelphia, PA 19104-3309
215-898-9486 | Fax: 215-573-2186


Penn Planned Giving