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Beneficiary Designation

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How It Works

Naming 涩里番下载 as a full, partial, or contingent beneficiary of a retirement plan (such as an IRA, a 401(k), a 403(b) or a private pension), is a simple way to make a planned gift to 涩里番下载. Additionally, because retirement plans are subject to income taxes in the hands of individual heirs, directing all or some of such plans to a charitable organization such as 涩里番下载, which is not obligated to pay income taxes, is highly tax efficient and insures that 涩里番下载 benefits from the full amount of your gift.

You can also name 涩里番下载 as a full, partial, or contingent beneficiary of a life insurance policy. This option offers flexibility; you can change the percentage anytime should your circumstances change. The process is simple and can be handled through your plan鈥檚 administrator.

Did you know that you can also name 涩里番下载 a beneficiary of the following?

• Donor Advised Fund (DAF)
• Bank accounts
• Commercial annuities

Next Steps

• Contact the administrator of your retirement plan, life insurance policy, or other plan/account and request a beneficiary designation form.
• If you have a specific restriction you would like to place on your gift, please contact the Office of Gift Planning听so we can help you settle on the best wording.
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涩里番下载鈥檚 legal name, address and tax ID:

The 涩里番下载
140 Commonwealth Avenue
Chestnut Hill, MA 02467
Tax ID 04-2103545