Penn Office of Gift Planning

Mailing Address: The Office of Gift Planning The University of Pennsylvania 3600 Market Street Suite 135 Philadelphia, PA 19104-2642 Phone: (215) 898-6171 Toll-free: (800) 223-8236 Fax: (215) 746-4833 E-Mail: giftplanning@ben.dev.upenn.edu Legal Name: The Trustees of the University of Pennsylvania Federal Tax Identification Number: 23-1352685
Meet Our Team
Marcie L.H. Merz, JD Executive Director of Gift Planning & Associate General Counsel mmerz@dev.upenn.edu

Lynn Malzone Ierardi, JD Director of Gift Planning lierardi@dev.upenn.edu	Gregory E. Johnson, MPA Finance Director of Gift Planning grege@dev.upenn.edu

Frank F. Barr, JD Director of Gift Planning fbarr@upenn.edu	Brian M. Sagrestano, JD, CFRE Senior Charitable Gift Counsel bsagrest@dev.upenn.edu

J. Michael Washburn Director of Gift Planning Services mwashbur@ben.dev.upenn.edu	Colleen Elisii Associate Director of Marketing & Stewardship elisii@dev.upenn.edu

Patrice M. Wiseley Assistant Director of Gift Planning Services wiseley@dev.upenn.edu	Tamra Dunston Administrative Coordinator dunston@dev.upenn.edu

Lorleen Maxwell Administrative Coordinator lorleenm@dev.upenn.edu	Yvonne Skeith Administrative Assistant yskeith@ben.dev.upenn.edu

Robert Dobry Administrative Assistant robdobry@ben.dev.upenn.edu