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Giving with your Retirement Plan

Beneficiary Designation 

Gifting assets held in an IRA or qualified retirement plan can be a simple and tax-wise option. Leaving a retirement fund to heirs can have the unfortunate result of being taxed twice, significantly reducing your heirs' inheritance online.

Note: If you are an employee of UPMC and have questions about your retirement benefits, please visit the UPMC Staff Resources page

Please contact us to obtain our tax ID number. 

For additional information about planning your gift for the benefit of UPMC, please call Cynthia Caldwell at or 412-647-0515.

The material presented in this web site is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning.