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
- 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 >
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 >
If you have not yet celebrated your 50th reunion and will not do so in the next five years, but wish to notify the College that you have a bequest intention for Wellesley, please complete this form.
Create a Legacy
Join the Wellesley Legacy Society for donors who make planned gifts. Learn more >
Retirement Planning FAQs