RETIREMENT PLAN GIFTS

Your IRA, 401(k) or other retirement plan (e.g. IRA, SEP, 401(k), 403(b), ESOP, etc.) is transferred by a beneficiary designation.   

In two steps, you could leave a lasting legacy to Gloucester Institute:

Step one:   Simply call your plan administrator's customer service department. They can direct you to the beneficiary page on their website and help you complete the form in just a few minutes. Or, you can request to have a form mailed to you.

Step two:  On the beneficiary form, decide what percentage (up to 100%) you would like us to receive and name Gloucester Institute as the beneficiary. Please use our Federal Tax Identification number: 68-0623396. in place of a social security number.

This gift may enable you to make a larger gift than you anticipated because income and estate taxes are not imposed when plan assets are distributed to Gloucester Institute.

Gloucester Institute is not engaged in rendering legal or tax advisory services. Individuals considering gifts to Gloucester Institute should obtain the services of a financial advisor, such as an attorney, a certified public accountant, a certified financial planner and/or a chartered life underwriter.