When you include Harvard Medical School in your estate plan, you create a legacy that has infinite impact.

Your planned gift directly helps to alleviate human suffering caused by disease.

Which gift option is best for you?

Your Goal(s) Future Gift:
Bequests
Future Gift:
Retirement Plan Assets
Income Generating Gift:
CGA
Income Generating Gift:
CRUT
Reduce income taxes    
Reduce or eliminate estate taxes in some instances
Reduce capital gains taxes    
Received fixed income for life      
Receive income for life, hedged for inflation      
Keep assets during lifetime    
Help your heirs avoid income tax      
Contributing Assets        
Cash  
Appreciated securities  
Real estate    
Art, antiques, patents, and other
tangible property
   

Gifts of Special Assets

  • Real Estate

     

    • There are several options to consider, including donating all or a percentage of the property, putting it in a charitable trust that affords you income for life, transferring your property to HMS and continue to live in it, or making a bequest. You can save on taxes, increase your income, and direct how your gift will be used by HMS.
    • Secure a charitable income tax deduction and save on gift and estate taxes
    • Receive quarterly income for life from a trust or annuity
    • Avoid separate investment management fees, with services provided by Harvard Management Company, and access broad investment diversification
    • Obtain assistance from Harvard in selling your property

    Acceptable properties

    • Personal residence
    • Vacation home
    • Farm or agricultural land
    • Ranch
    • Commercial property or lot
    • Undeveloped or unimproved land

    For more information, please contact our gift planning team at 617-384-8449 or 800-922-1782 or email giftplanning@hms.harvard.edu.

  • Securities (Stocks, Bonds, and Mutual Funds)