Gifts of other assets

Giving

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It's never too early or too late to begin thinking of how to make a planned gift.

Securities: Stocks, Bonds, Mutual Funds

  • Qualify for a deduction for the mean market value of a security you have owned at least one year
  • Utilize the deduction for up to 30 percent of your adjusted gross income
  • Carry forward any unused deduction for up to five additional years
  • Reduce potential capital gains tax

Real Estate

Personal Property

  • Consider works of art, antiques, gold, stamps, coins, jewelry, patents, copyrights, etc.
  • Reduce your tax liability
  • Receive a deduction based on whether or not the property is mission-related
  • Use tangible personal property to fund a gift that pays you income

Retirement Plan Assets

  • Use assets from your IRA, Keogh, TIAA-CREF, tax-deferred annuity, or qualified pension or profit-sharing plan
For more information, or to add Harvard Medical School to your will or estate plan, please contact

Mary Moran Perry
Senior Director of Gift Planning
(617) 384-8449
mary_perry@hms.harvard.edu

Gift

Planning

Bequests & TrustsWhether you make a gift that pays you income or a gift that benefits HMS after your lifetime, your contribution will have an impact.

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