Advisor Resources

Our tax ID number is 04-1564655.

Download our sample bequest language. 
If one of your clients arranges an estate gift for the benefit of Mass General, please let us know. We’d like to express our sincere gratitude and ensure we can fulfill their wishes. This confidential form can be used to notify us.

All who establish a planned gift with and demonstrate a long-term commitment to Mass General are invited to join the Phillips Society, which celebrates donors who create a lasting legacy in this manner. Of course, we realize some donors prefer to remain anonymous. In this case, if you’re willing to serve as an intermediary, you can have the client share information about their plans without divulging their identity.

Katie Blackman, assistant director of planned giving, administers estates and trusts on behalf of the hospital. You may contact her directly at 617-724-5578 or kblackman1@partners.org.

Please send written correspondence to:

Massachusetts General Hospital
Office of Planned Giving
125 Nashua Street, Suite 540
Boston, MA 02114

Please refer to these stock transfer instructions.

Mail a check made payable to Massachusetts General Hospital, along with a note that includes the donor’s full name, address and phone number, to:

Massachusetts General Hospital
Office of Planned Giving
125 Nashua Street, Suite 540
Boston, MA 02114

To initiate an IRA qualified charitable distribution to Mass General, please contact the IRA administrator or use this template letter.

• The higher the IRS discount rate, the higher the deduction for charitable remainder unitrusts and gift annuities.
• The IRS discount rate is published monthly, on or about the 20th of the month.
• Use the discount rate for the month in which the gift is made or for either of the prior two months.
• Also known as the Internal Revenue Code 7520 or Applicable Federal Rate, it is the annual rate of return that the IRS assumes the gift assets will earn during the gift term.