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The Mass General Legacy Challenge is your opportunity to advance medicine and be a part of Mass General’s mission — without writing a check!
The Mass General Legacy Challenge is a special initiative of The Campaign for Mass General designed to raise the visibility of future gifts as a way to support the hospital now and over the long term. Every time Mass General is notified that a donor has named the hospital as a beneficiary in their will, trust or other account, a gift* to the MGH Fund will immediately be made!
Through the Legacy Challenge, Mass General puts every gift to work in a most innovative way.
*For each new bequest intention with a dollar amount, a generous matching sponsor will make a gift to the MGH Fund equal to 10% of the value of that bequest amount up to $10,000. For example, if we receive notification of a new bequest confirmation of $250,000, a $10,000 match will go to the MGH Fund.
Joining the Legacy Challenge
Include Mass General as a beneficiary of your will, trust, retirement or other account.
Notify us that you have done so by completing this online form (you may also download, print and mail it to the Office of Planned Giving, 125 Nashua Street, Suite 540, Boston, MA 02114).
Your notification will unlock an immediate gift to support the MGH Fund.
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:
Requesting a beneficiary designation form from your financial institution. You can also download the appropriate forms from your financial institution’s website.
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.
