Charitable Lead Trusts
When you donate $1,000,000 to set up a CLT, you agree to pay HMS income for a set term, at the end of which your beneficiaries receive the remainder.
- Reduce or even eliminate the gift tax you owe on assets you transfer to your heirs
- Pass any appreciation of the trust tax-free to your heirs
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
Our
Mission
To create and nurture a diverse community
of the best people committed to leadership in alleviating human suffering caused by disease
Take advantage: tax-free
IRA rollover
Transfer money from your IRA to HMS and avoid income tax. This opportunity is available through December 31.