Save on Taxes and Make a Difference

Princeton HealthCare System Foundation Princeton HealthCare System Foundation
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Now is the perfect time to make a tax-advantaged gift to Princeton Health by utilizing the Charitable IRA Rollover

You might also include your community hospital as a beneficiary of your retirement account. Qualified retirement plans can be the most highly taxed assets in your estate. Naming Princeton Medical Center Foundation as a full, partial, or secondary beneficiary of your IRA, 401(k), 403(b), or other retirement account will support the future work of our health system while reducing the size of your taxable estate and minimizing income taxation of your heirs. 

How to name Princeton Health as a beneficiary: 

  • Request a change in beneficiary from your IRA administrator.
  • Add “Princeton Medical Center Foundation” as a beneficiary.
  • Tax ID: 22-2225911
  • Please contact our office for assistance if you wish to designate your gift to a specific area of the hospital. 
  • Return the form to your IRA administrator.
  • Inform our office that you have named PMC as a beneficiary and be included in our 1919 Society!

Learn about other smart ways to give.

Do you have a positive or inspiring story to share? Please let us know by emailing us at PMPH-Foundation@pennmedicine.upenn.edu.