For Professional Advisors
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Pennsylvania State University. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Legal name: The Pennsylvania State University
Federal tax ID number: 24-6000-376
Located in: c/o Office of Gift Planning, 214 The 103 Building, University Park, PA 16802
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gift to Penn State with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Make a Gift to Penn State in Your Will
If your clients are interested in supporting Penn State with a gift in their will, we have provided sample bequest language that they can bring to their estate planning attorney.
Partner With Us
We understand that gifts to charities such as Penn State can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
Not Sure How to Begin Planning?Download our FREE Personal Estate Planning Kit
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.