Individual Retirement Accounts (IRAs), Keogh plans, tax-sheltered annuities, 401(k), 403(b) and other qualified pension and profit-sharing plans can also be used to support the Frances Payne Bolton School of Nursing. When a donor names the Bolton School as a beneficiary in such a plan, the funds will usually pass to the university outside of probate and will not be taxed. It is very easy to designate the Bolton School as the beneficiary under one of these plans. Simply request a change of beneficiary form from your plan provider.
We would appreciate it if you would inform us of your generous intent because we want to recognize you and ensure that your gift will be appropriately stewarded.
For more information, contact Nora Hennessy, Executive Director, at (216) 368-6531, toll-free (800) 824-2540, ext. 6531 or e-mail her at Nora.Hennessy@case.edu.
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