An Easy and Efficient Way to Help Dana-Farber and the Jimmy Fund
Beneficiary Designations
You can name Dana-Farber and the Jimmy Fund as a charitable beneficiary of your assets—such as retirement plans, life insurance policies, donor advised funds, or bank accounts—to help change the future of cancer research and patient care. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give that does not require an attorney.
Not only is it an easy way to give, but it's also flexible. You can review and adjust beneficiary designations anytime you want, or include multiple beneficiaries. A beneficiary gift to Dana-Farber and the Jimmy Fund is exempt from taxes, which means the total value of the gift will further our mission. A beneficiary gift to family can be subject to federal income taxes.
If you are 70 ½ or older, you can make a tax-free gift directly from your Individual Retirement Account (IRA) to Dana-Farber and the Jimmy Fund.
Roger Paschke
added Dana-Farber and the Jimmy Fund as a retirement plan beneficiary to make a lasting impact.
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Fund Your Beneficiary Designations With:
Sample language to share with your attorney:
"I bequeath (a specific dollar amount/_______percentage or the entire residue of my estate) to Dana-Farber Cancer Institute, Inc., 450 Brookline Avenue, Boston, Massachusetts 02215 (for cancer research and patient care, or for a specific purpose important to you). Dana-Farber’s Federal Tax ID: 04-2263040."
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