To qualify for the Legacy Challenge, Mass General must be named as a beneficiary of your will, trust, or any of theses account types:

· Retirement plans—IRA, 401(k), 403(b), Keough
· Life insurance policies
· Bank or brokerage accounts
· Commercial annuities
· Certificates of deposit
· Donor advised funds

Our team can help you craft tailored bequest language for the area of Mass General most important to you. We also have sample bequest language that you can share directly with your attorney.

You can add Mass General as a beneficiary of your accounts by:

1. Requesting a beneficiary designation form from your financial institution. You can also download the appropriate forms from your financial institution’s website.
2. Updating your beneficiary designations with our legal name and federal tax ID:
   Legal Name: Massachusetts General Hospital
   Address: 55 Fruit Street, Boston, MA 02114
   Federal Tax ID Number: 04-1564655

The Challenge will run as long as matching funds are available. Don’t miss your opportunity to have your gift matched!

You decide how you would like us to use your gift. Planned Giving team members can talk with you about the options available. We can also work with you, your family or your advisors to draft language that supports a specific area of the hospital.

We acknowledge that estate plans are created in a variety of ways. If you do not wish to share the amount of your gift, you can still participate in the Legacy Challenge. When you let us know that Mass General is included in your estate plans, with any additional details that are important to you, we will make a flat match of $1,000 to benefit the MGH Fund.

You may be eligible to participate in the Legacy Challenge. Please contact our Office at (617) 643-2220 or at mghdevpg@mgh.harvard.edu to discuss your eligibility.