IRA Gift Transfer Instructions

Thank you for your interest in supporting Perkins School for the Blind. To help you facilitate a gift through IRA transfer, please use the following instructions. If you have a specific question, please contact us at 617-972-7328.

Step 1: INITIATE TRANSFER

It is necessary for you to contact your IRA Plan Administrator to initiate the transfer. In order to provide your Administrator with the proper language and instructions for successful transfers, we recommend using our Sample Request from Plan Owner to IRA Administrator.

Step 2: NOTIFY PERKINS

Once the transfer instructions have been communicated to the IRA Plan Administrator, it is important that you provide Perkins with information about your gift for audit and acknowledgment purposes. Use our notification form below.

Or complete our Sample Letter from Donor Informing Perkins of IRA Transfer and mail it to:

Perkins Trust
Perkins School for the Blind
175 North Beacon Street
Watertown, MA 02472


IRA Gift Notification Form

Contact Information


Gift Information

$

Transferring IRA Administrator