When you include Harvard Medical School in your estate plan, you create a legacy that has infinite impact.

Your planned gift directly helps to improve health and well-being for all.

Which gift option is best for you?

Your Goal(s) Future Gift:
Bequests
Future Gift:
Retirement Plan Assets
Income Generating Gift:
CGA
Income Generating Gift:
CRT
Reduce income taxes    
Reduce estate taxes
Reduce capital gains taxes    
Received fixed income for life      
Receive income for life, hedged for inflation      
Keep assets during lifetime    
Help your heirs avoid income tax      
Contributing Assets        
Cash  
Appreciated securities  
Real estate    
Art, antiques, patents, and other
tangible property
   

Assets to Give

  • Cash/Credit

    • Qualify for a deduction for the full value of your gift
    • Utilize the deduction for up to 60 percent of your Adjusted Gross Income
    • Carry forward any unused deduction for up to five additional years


    Learn more about how to give »

  • Securities (Stocks, Bonds, and Mutual Funds)

    • Qualify for a deduction for the mean market value of a security you have owned at least one year
    • Utilize the deduction for up to 30 percent of your adjusted gross income
    • Carry forward any unused deduction for up to five additional years
    • Reduce potential capital gains tax
    • To make a gift of securities, please contact the Harvard Management Company at 866-845-6596 or security_gifts@hmc.harvard.edu
    • To ensure proper processing of your gift, please notify Harvard of the stock transfer by completing this online form
    • All mutual fund transfers must be coordinated with Harvard Management Company. For HMC to determine the appropriate instructions, please call 866-845-6596 or email security_gifts@hmc.harvard.edu with the following information: the name of the mutual fund, the number of shares, date of acquisition, and where the fund shares are currently held.


    For more information, please contact our gift planning team at 617-384-8449 or 800-922-1782 or email giftplanning@hms.harvard.edu.

  • Real Estate

    There are several options to consider, including donating all or a percentage of the property, putting it in a charitable trust that affords you income for life, transferring your property to HMS and continue to live in it, or making a bequest. You can save on taxes, increase your income, and direct how your gift will be used by HMS.

    • Obtain assistance from Harvard in selling your property
    • Secure a charitable income tax deduction and potentially save on gift and estate taxes
    • Receive quarterly income for life from a trust or annuity 
    • Avoid separate investment management fees for certain gifts and access broad investment diversification through Harvard Management Company
    • Unlock appreciated assets without incurring capital gains tax
    • Fuel support for medical student scholarships, biomedical research, or global health care delivery

    Acceptable properties

    • Personal residence
    • Vacation home
    • Farm or agricultural land
    • Ranch
    • Commercial property or lot
    • Undeveloped or unimproved land


    For more information, please contact our gift planning team at 617-384-8449 or 800-922-1782 or email giftplanning@hms.harvard.edu.

  • Retirement Plan Assets

    • Use assets from your IRA, Keogh, TIAA-CREF, tax-deferred annuity, or qualified pension or profit-sharing plan.
    • If you are 70½ years old or older, you can transfer up to $100,000 from your IRA directly to Harvard Medical School. 
    • ​​​​​​Instruct your IRA administrator to transfer your selected dollar amount (up to $100,000 per year) directly to HMS using the form letter linked below:
      [PDF] Download the IRA Rollover Letter of Instruction provided by HMS here »


    For more information, please contact our gift planning team at 617-384-8449 or 800-922-1782 or email giftplanning@hms.harvard.edu.