Penn State and U.S. Charitable Gift Trust, a charitable organization sponsored by Eaton Vance Management, have partnered to offer a unique opportunity to Penn State donors. The Pennsylvania State University Legacy Income Trusts are next-generation charitable planned giving instruments that enable donors to support Penn State’s mission while also providing an income stream for up to ten individual beneficiaries. Less restrictive in certain respects than other planned giving vehicles, the Pennsylvania State University Legacy Income Trusts can provide benefits to you, your loved ones, and Penn Staters for generations to come.
Making the Most of Your Charitable Contributions
Should I Contribute Cash or Securities?
Legacy Income Trusts Fact Sheet
Your Next Steps