Office of Institutional Advancement

Gift by Will

It takes a simple designation to make a gift to Jefferson in your will or living trust which will not affect your cash flow during your lifetime.

How it works

  1. You can plan now for a future gift to Jefferson by including a bequest provision in your will or living trust. 
  2. Jefferson eventually receives the gift and uses it for the purpose you specify. 

Benefits

  • Your assets remain in your control during your lifetime. 
  • You can direct your bequest to a particular purpose (please be sure to communicate with Jefferson to ensure your gift will be used as you intended). 
  • You have the satisfaction of knowing your gift will ultimately benefit Jefferson and leave a lasting impact. 
Will or Trust

Questions? Contact the Planned Giving team:

Lisa W. Repko, JD
Senior Director, Planned Giving
P: 215-955-0437, Lisa.Repko@jefferson.edu

Kathy Sarlson
Associate Director, Planned Giving
P: 215-955-9259, Katherine.Sarlson@jefferson.edu