IRA/Retirement Plan Gifts

Use your IRA or retirement plan to support Wellesley—and reap the benefits along the way.

Gifts from a retirement plan allow donors to name Wellesley as the beneficiary of all or a portion of their IRA, 401(k), or other retirement accounts. Details include:

• Distributions from retirement accounts to surviving family members can be subject to income and estate taxes. Retirement plan gifts to Wellesley remove the most-taxed asset from your estate, freeing up other, more favorably taxed assets to give to family and heirs.

• You have the reassurance that you can continue to take withdrawals from your plan during your lifetime, and can change the designation of the charitable beneficiary if you or your family’s circumstances change.

For more information about naming Wellesley as a beneficiary of your IRA or retirement account, or to speak with someone about other alternatives, please call the Office of Planned Giving at 800.253.8916 or email pg@wellesley.edu.

The Charitable IRA Rollover is back!

The American Taxpayer Relief Act of 2012 has revived the charitable IRA rollover for those who will be 70 1/2 years of age and older. Learn more >

Create a Legacy

Join Wellesley’s Tower Society for legacy donors. Learn more >

Retirement Planning FAQs

Do you have a question about retirement planning? See our answers to frequently asked questions—or contact the Office of Planned Giving at pg@wellesley.edu or 800.253.8916. Learn more >