Charitable Remainder Unitrusts
Put your assets to work to support Harvard Medical School and generate variable income for life.
- Use cash, securities, or other property
- Receive between 5-7 percent of the trust principal
- Enjoy quarterly payments for life
- Qualify for immediate federal income tax deduction
- $100,000 minimum ($200,000 to support additional non-profit organizations)
- Add to your trust at any time in $10,000 increments
- Choose how you would like the assets invested
Click here for investment options.
Read about someone who established a charitable remainder unitrust.
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
Charitable Remainder
Unitrusts
Download an informational sheet explaining the options and benefits of establishing a charitable trust.
Take advantage: tax-free
IRA rollover
Transfer money from your IRA to HMS and avoid income tax. This opportunity is available through December 31.