When you include Harvard Medical School in your estate plan, you create a legacy that has infinite impact.
Your planned gift directly helps to improve health and well-being for all.
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: CRT |
| 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
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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.
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Securities (Stocks, Bonds, and Mutual Funds)
- To make a gift of securities, please contact the Harvard Management Company at 866-845-6596 or security_gifts@hmc.harvard.edu.
- To ensure proper processing of your gift, please notify Harvard of the stock transfer by completing this online form.
- All mutual fund transfers must be coordinated with Harvard Management Company. For HMC to determine the appropriate instructions, please call 866-845-6596 or email security_gifts@hmc.harvard.edu with the following information: the name of the mutual fund, the number of shares, date of acquisition, and where the fund shares are currently held.
- For more information, please contact our gift planning team at 617-384-8449 or 800-922-1782 or email giftplanning@hms.harvard.edu.