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 >

Contact Us 

Office of Gift Planning
106 Central Street
Wellesley, MA 02481
Tel: 800.358.3543

Resources Staff Listing

Stories from Wellesley's Planned Giving donors

Evelyn Sarah Hall, Wellesley's first charitable gift annuity donor.
Read her story today

Ann Streeter Batchelder, retired from Wellesley.
Read her story today

Lucetta Sharp Alderfer '39
and Laura Wray ’74
Read their story today

Laura E. McLeod '63
Read her story today

Howard Wilcox and his wife Karen, both retired from Wellesley.
Read their story today