Also part of the UPMC family:
Also part of the UPMC family:

Gifts of Retirement Assets

UPMC Content 3

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, reducing the funds by up to 70 percent.

When you bequeath your retirement assets to UPMC, the entire value of the account will transfer without federal income tax or estate tax consequences.

In addition, your estate will receive a tax deduction for the entire amount of the gift. Gifts of a retirement asset during life are subject to income tax, which is often offset by your charitable tax deduction.

For additional information about planning your gift for the benefit of UPMC, please call 412-648-1372.

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.

Find a Doctor

Browse UPMC doctors and medical professionals to find the care that's right for you. Customize your search by specialty, zip code, last name, and more.

Visit the UPMC Find a Doctor website.
Make an Appointment

Find important information on scheduling your appointment or finding a doctor or service that meets your needs.

Request an appointment now.
Find a Location

Browse addresses and contact information for our network of hospitals, specialty care practices, and community health locations.

Find a UPMC location near you.
Pay Your Bill

Learn more about how to pay your UPMC bill. Find resources including payment methods and contact information for assistance.

Pay your bill now.
Find a Career

Advance your career with UPMC. Discover our latest job listings and learn about our values and career pathways.

Find your ideal career at UPMC.