Discover the Benefits of Giving Wisely.
Payout rates for gift annuities will drop effective July 1st. Now is the time to ensure the current higher returns. Contact us today for more information.
Nancy M. Crabbe, WG’88Nancy credits Wharton with making a significant difference in her career.
• About Nancy's gift
• Read more about Nancy
Planned gifts provide the resources that create extraordinary opportunities and preserve Wharton's future.
The programs of Wharton depend upon your goodwill. To that end, there are a myriad of gift options from which you can choose – from naming Wharton as a beneficiary in your will to a more complex trust arrangement.
We've created this easy-to-understand website to tell you about creative giving strategies – strategies that enhance your and your family's well being, as well as provide the resources necessary to keep Wharton at the forefront of management teaching and research.
If you're already considering certain giving options, simply click on Compare Gift Plans and choose the gifts you want to learn more about.
If you're not sure on how to proceed, try our Legacy Planner™. This planner helps you design your own gift plan – it's interactive and fun to use!
Welcome! We hope you enjoy the site.
The material presented in this web site is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning.