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Notify us of your beneficiary designation gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your beneficiary designation gift.
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Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Institute for Advanced Study as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.
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| Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||
Gifts of Retirement Plan Assets
You may donate part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension, or other tax-deferred plan to Institute for Advanced Study.
Benefits of gifts of retirement assets
- Simplify your planning
- Continue to use your account as long as you need to
- Heirs can instead receive tax-advantaged assets from the estate
- Receive potential estate tax savings from an estate tax deduction
How to make a gift of retirement assets
To leave your retirement assets to Institute for Advanced Study, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate the Institute as beneficiary, we will benefit from the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
Future gifts from your retirement assets
Leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to the Institute. As a nonprofit institution, we are not taxed upon receiving an IRA or other retirement plan assets. You may use the "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to IAS.
Contact us
If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.
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