Main content

    Retirement Accounts & Plans

    An easy way to make a legacy gift is simply to designate Mills-Peninsula Hospital Foundation as a beneficiary of your retirement plan.

    Funds in your retirement plan have never been subject to income-tax. So your heirs will have to pay income-tax on the proceeds. But gifts to charitable organizations are income-tax free. Use retirement funds to make your charitable gifts and use other assets for your heirs.

    Administrators of retirement plans use a standard form to change your beneficiary. This is true for an IRA, 401(k), or 403(b) plan. Please contact your bank, broker, or plan administrator to obtain the right form.

    If you have an employer sponsored retirement plan, please contact your Human Resources Department for the proper form.

    With a gift from your retirement plan you can:

    Contact us for more information. Thank you for being our partner in health care.

    If you would like to learn more, please dial the Mills-Peninsula Hospital Foundation at 650-696-5990.

    Thank you for being our partner in health care.