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 your designation if your circumstances change.


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 or 800.358.3543. Learn more >