For advisors

Giving

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Harvard’s Tax ID

  • 04-2103580

Bequest Language

  • "I give (________ dollars or ________ percent or all of the residue of my estate) to the President and Fellows of Harvard College, a Massachusetts educational, charitable corporation, for the benefit of Harvard Medical School (optional to benefit research or scholarship or medical education)."

Transfering Securities

Checks

  • Include your check made payable to Harvard Medical School, along with a note that includes your full name, address, and phone number and mail to:

Office of Resource Development
Harvard Medical School Landmark Center
401 Park Drive, Suite 22
West Boston, MA 02215

IRS Discount Rate

  • The higher the IRS discount rate, the higher the deduction for charitable remainder trusts and gift annuities
  • IRS discount rate is published monthly on or about the 20th of the month
  • Use the discount rate for the month in which the gift is made or for either of the prior two months
  • Also known as the IRC, Section 7520 or Applicable Federal Rate. It is the annual rate of return that the IRS assumes the gift assets will earn during the gift term
To learn more, please contact

Mary Moran Perry
Senior Director of Gift Planning
(617) 384-8449 or (800) 922-1782
mary_perry@hms.harvard.edu