Retained Life Estate

Giving

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Deed a personal residence to Harvard Medical School, but retain the right to live in or rent it for the rest of your life or a set term. When the period ends, HMS will sell the property and use the proceeds as designated by you.

Retained life estate

  • Qualify for an immediate income tax deduction for a portion of the appraised value
  • Give up nothing while alive other than the ability to sell the residence and use the proceeds
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

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of the best people committed to leadership in alleviating human suffering caused by disease