Charitable Remainder Unitrusts

Giving

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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.

Read about someone who established a charitable remainder unitrust.

To learn more, please contact:
Carolyn Stone
Director of Gift Planning
(617) 384-8445 or (800) 922-1782
carolyn_stone@hms.harvard.edu

Charitable Remainder

Unitrusts

Invest in longer, healthier livesDownload an informational sheet explaining the options and benefits of establishing a charitable trust. Learn more »