Charitable Lead Trusts

Giving

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Provide for your family and for Harvard Medical School when you establish a charitable lead trust (CLT).

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.

Charitable lead trust

  • 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

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