Give

To ensure proper crediting, please include your name and intended gift purpose. 

Tax identification # 04-2103580
HMS gifts are managed under the umbrella of the President and Fellows of Harvard College’s federal tax identification number.

Make an annual gift from your DAF to HMS. You enjoy the simplicity of recommending a distribution from your DAF to HMS to support medical education, biomedical research, or health care service.

Using Your DAF’s Online Portal

If you have an account with Fidelity Charitable, Schwab Charitable, or BNY Mellon, select your fund provider and you will be redirected to their website to complete your gift. If your DAF is with a different provider, contact them directly to request a gift to HMS on your behalf using the instructions below.

• Search for “The President and Fellows of Harvard College” or Harvard University’s Federal Tax Identification Number (04-2103580). Gifts to HMS gifts are managed under this identification number. 
• Enter as much of the following text as you can in any available notes or comments field “For the benefit of Harvard Medical School + fund name or purpose.”
  The fund name or purpose can be unrestricted, financial aid, or another designation.
• Ensure that your name and the full names of any additional donors who should be recognized for the gift are included and will be shared with HMS. Also, provide your class year (if applicable), address, and phone number.
• Enter the information below if you are prompted for an address:
  Harvard Medical School 
  Alumni Affairs and Development 
  P.O. Box 419720 
  Boston, MA 02241-9720

Explore the following DAF options (login required):

Using Your DAF’s Check Writing Ability 

• Write a check payable to “The President and Fellows of Harvard College.”
  In the memo line, include “For the benefit of Harvard Medical School + fund name or purpose.”
• Include a note with the full names of any additional donors who should be recognized for the gift, your class year (if applicable), address, and phone number.
• Mail your check to
  Harvard Medical School 
  Alumni Affairs and Development 
  P.O. Box 419720 
  Boston, MA 02241-9720

Did you know? You can also designate HMS as a beneficiary of your DAF. Request a change of beneficiary form from your plan administrator and name the “President and Fellows of Harvard College, for the benefit of Harvard Medical School” as a beneficiary, along with the percentage you would like HMS to receive. If you include HMS in your plans, please let us know »

If you are at least 70 and a half years old, you can direct a qualified charitable distribution (QCD) to HMS, transferring up to $108,000 from your IRA as a gift. Moreover, for those who are at least 73, QCDs count toward the IRA owner’s required minimum distribution (RMD) for the year.

Donors can roll up to $50,000 of IRA funds into charitable gift annuities, with limitations. Please contact giftplanning@hms.harvard.edu to learn whether this is a viable option for you.

CHECK
Download the IRA rollover letter of instruction and request that your IRA administrator issue a check for your selected dollar amount directly to HMS.

STOCKS/SECURITIES
Contact the Alumni and Development Services-Trust Administration at 866-845-6596 or donorsecuritygifts@harvard.edu. Please notify Harvard of the transfer to ensure the proper processing of your gift by completing this online form »

WIRE TRANSFERS

Once the wire transfer arrangements have been made, please provide the following information to giftplanning@hms.harvard.edu:

• Name/location of bank sending the transfer
• Amount of gift
• Date of transfer
• Name of the HMS fund, program, or research area the gift is supporting

Tax identification # 04-2103580
HMS gifts are managed under the umbrella of the President and Fellows of Harvard College’s federal tax identification number

Securities
Contact the Alumni and Development Services-Trust Administration at 866-845-6596 or donorsecuritygifts@harvard.edu. 

Stocks
Notify Harvard University to ensure proper processing of your gift by completing this online form »

Learn more about gifts of stock »

Mutual Funds
Coordinate with the Alumni and Development Services-Trust Administration. For the team to determine the appropriate instructions, please call 866-845-6596 or email donorsecuritygifts@harvard.edu with the following information:

• Name of the mutual fund
• Number of shares
• Date of acquisition
• Where the shares are currently held

Tax identification # 04-2103580
HMS gifts are managed under the umbrella of the President and Fellows of Harvard College’s federal tax identification number.