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
- $150,000 minimum ($320,000 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.
To learn more, please contact:
Director of Gift Planning
(617) 384-8445 or (800) 922-1782