Gifts from a retirement plan allow you to name Wellesley as the beneficiary of all or a portion of your IRA, 401(k), or other retirement accounts

Details include:

  • Distributions from retirement accounts to your family or other individuals can be subject to income and estate taxes. Retirement plan gifts to Wellesley allow you to ​use​ the most-taxed asset ​in your estate for charitable purposes, freeing up other, more favorably taxed assets to give to family and ​individual beneficiaries.
  • You have the reassurance that you can continue to take withdrawals from your plan during your lifetime and you can change your designation at any time.
  • Contact your plan administrator and complete your beneficiary designation to include "Wellesley College, Wellesley, Massachusetts" as beneficiary. You will need our tax identification number: 04-2103637​
  • Let us know that you have remembered Wellesley in this way so we can welcome you into the Wellesley Legacy Society! Learn more >

NEW!

If you have celebrated your 50th reunion or will do so in the next five years, you can receive gift credit for your documented bequest intention. Learn more >

Create a Legacy

Join the Wellesley Legacy Society for donors who make planned gifts. 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 Gift Planning at giftplanning@wellesley.edu or 800.358.3543.