Retirement Plan Beneficiaries

Giving

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Preserve the full value of your retirement plan assets when you donate them to Harvard Medical School. When you leave these assets to heirs, estate and federal income taxes can consume up to 70 percent.

  • Use assets from your IRA, 401(K), 403(B), Keogh, TIAA-CREF, tax-deferred annuity, or qualified pension or profit-sharing plan
  • Save taxes for the family

To name or change a beneficiary, simply contact the administrator of the IRA or retirement plan for a change of beneficiary form. If you would like to name HMS as beneficiary, decide what percentage of the plan's value (1–100 percent) you would like us to receive and name the "President and Fellows of Harvard College," for the benefit of Harvard Medical School, along with the stated percentage on the beneficiary form. Then return the form to the administrator of the plan. In some cases, a waiver must be signed by your spouse.

Read about someone who named HMS as beneficiary of his retirement plan.

To learn more, please contact

Mary Moran Perry
Senior Director of Gift Planning
(617) 384-8449 or (800) 922-1782
mary_perry@hms.harvard.edu

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