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Your Gift Brings You Closer to Penn State
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You want to leave money to Pennsylvania State University in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.
In as little as one sentence, you can complete your gift. This type of donation to Penn State in your will or living trust helps ensure that we continue to build a solid educational foundation to prepare students for successful careers in the future.
Learn more by viewing our Bequest and Charitable Designations fact sheet.
See How It Works
An Example of How It Works
Dan and Agnes Mazur are dedicated supporters of Penn State programs, but the couple recently decided to take their involvement to another level through a gift in their estate plans.
"We are both first-generation college graduates," Dan Mazur says. "Penn State has made a difference in our lives, and we want to make a similar significant impact in students' lives. Our experiences with Penn State Outreach programs made us aware of the needs of adult learners and helped us focus our gift plans."
"For individuals who don't go to college and then find they can't support their families on what they are earning, higher education can be the answer," Agnes Mazur adds. "We want our gift to help these adults earn a Penn State degree."
The Penn State alumni from Palmyra, Pa., have turned their passion for helping adults attain a Penn State degree into a major estate gift to Penn State Outreach to establish the Dan and Agnes Mazur Family Adult Learner Scholarship in the World Campus, Penn State's online campus.
Penn State defines adult learners as individuals age twenty-four or older; veterans of the armed services; active-duty service members; those returning to school after four or more years of employment, homemaking or other activity; or those with multiple adult roles, such as a parent, spouse/partner, employee and student.
Like many traditional-age students, adults often need financial assistance to complete a degree.
"We are extremely grateful to Dan and Agnes Mazur for their very generous commitment to Penn State adult learners," says Craig Weidemann, vice president for Penn State Outreach. "It will provide invaluable support to adult learners balancing multiple responsibilities as they pursue their education."
Read the full story on the Mazurs.
Not Sure How to Begin Planning?Download our FREE Personal Estate Planning Kit
- Contact Michael J. Degenhart at 888-800-9170 (toll free) or email@example.com for additional information on bequests or to chat more about the different options for including Penn State in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include Penn State in your plans, please use our legal name and federal tax ID.
Legal Name: The Pennsylvania State University
Address: c/o Office of Gift Planning, 212 The 103 Building, University Park, PA 16802
Federal Tax ID Number: 24-6000-376
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.