TMA Foundation

Beneficiary Designations

Make a Gift in a Few Easy Steps

A beneficiary designation provides flexibility by using:

  • IRAs and retirement plans
  • Life insurance policies
  • Donor advised funds
  • Commercial annuities

It is very simple to name Texas Medical Association Foundation as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.

Free Estate Planning Tool

Join fellow Texas Medical Association Foundation supporters on Giving Docs, a safe, secure and free-for-life suite of estate plan essentials.

Get Started

See How It Works

An Example of How It Works

Family smiling Robert and Carol treasure the financial help they’ve been able to give their children and Texas Medical Association Foundation over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left Texas Medical Association Foundation a $75,000 IRA to be transferred following their lifetime. Because Texas Medical Association Foundation is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family’s use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24% marginal income tax bracket.

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit

Next Steps

  1. Contact the administrator of your retirement plan, insurance policy or bank account for a change-of-beneficiary form, or simply download a form from your provider's website. 
  2. Decide what percentage (1 to 100) you would like Texas Medical Association Foundation to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact Lisa Stark Walsh, MA at 800-880-1300 x1666 or 512-370-1666 or lisa.walsh@texmed.org to let us know your goals for the gift so we can ensure it is used as you intend.

Legal name: Texas Medical Association Foundation
Address: 401 W. 15th Street, Suite 100, Austin, TX 78701
Federal tax ID number: 74-6073346

Learn More

Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit