Outright Gifts

• Qualify for a charitable income tax equal to the market value of the security you have owned for at least one year
• Carry forward any unused charitable deduction for up to five additional years
• Reduce capital gains tax
• Improve health and well-being for all
• Create enduring impact at HMS

• Appreciated Securities
• Mutual Fund Shares

Securities
Contact the Alumni and Development Services-Trust Administration at 866-845-6596 or donorsecuritygifts@harvard.edu.

Stocks
Notify Harvard University to ensure the proper processing of your gift by completing this online form »

Learn more about gifts of stock »

Mutual Funds
Coordinate with the Alumni and Development Services-Trust Administration. For the team to determine the appropriate instructions, please call 866-845-6596 or email donorsecuritygifts@harvard.edu with the following information:

• Name of the mutual fund
• Number of shares
• Date of acquisition
• Where the shares are currently held

• Satisfy your required minimum distribution and avoid counting the distribution as taxable income
• Improve health and well-being for all
• Create enduring impact at HMS 

• IRA

If you are at least 73 years old, you can direct a qualified charitable distribution (QCD) to HMS, transferring up to $111,000 from your IRA as a gift.

Donors can roll up to $55,000 of IRA funds into charitable gift annuities, with limitations. Contact our gift planning team at 800-922-1782 or email giftplanning@hms.harvard.edu.

CHECK
Download the IRA rollover letter of instruction and request that your IRA administrator issues a check for your selected dollar amount directly to HMS.

STOCKS/SECURITIES
Contact the Alumni and Development Services-Trust Administration at 866-845-6596 or donorsecuritygifts@harvard.edu. Please notify Harvard of the transfer to ensure proper processing of your gift by completing this online form »

WIRE TRANSFERS

Once the wire transfer arrangements have been made, please provide the following information to giftplanning@hms.harvard.edu:

• Name/location of bank sending the transfer
• Amount of gift
• Date of transfer
• Name of the HMS fund, program, or research area the gift is supporting

Tax identification # 04-2103580
HMS gifts are managed under the umbrella of the President and Fellows of Harvard College’s federal tax identification number.

• Eligible for an immediate income tax deduction the year the DAF is established
• Simplified recordkeeping with one tax receipt
• Improve health and well-being for all
• Create enduring impact at HMS 

• Donor-Advised Fund 

USING YOUR DAF’S ONLINE PORTAL

If you have an account with Fidelity Charitable, Schwab Charitable, or BNY Mellon, select your fund provider and you will be redirected to their website to complete your gift. If your DAF is with a different provider, contact them directly to request a gift to HMS on your behalf using the instructions below.

• Search for “The President and Fellows of Harvard College” or Harvard University’s Federal Tax Identification Number (04-2103580). Gifts to HMS gifts are managed under this identification number.
• Enter as much of the following text as you can in any available notes or comments field “For the benefit of Harvard Medical School + fund name or purpose.”
  The fund name or purpose can be unrestricted, financial aid, or another designation.
• Ensure that your name and the full names of any additional donors who should be recognized for the gift are included and will be shared with HMS. Also, provide your class year (if applicable), address, and phone number.
• Enter the information below if you are prompted for an address:
  Harvard Medical School 
  Alumni Affairs and Development 
  P.O. Box 419720 
  Boston, MA 02241-9720

 USING YOUR DAF’S CHECK WRITING ABILITY 

• Write a check payable to “The President and Fellows of Harvard College.”
  In the memo line, include “For the benefit of Harvard Medical School + fund name or purpose.”
• Include a note with the full names of any additional donors who should be recognized for the gift, your class year (if applicable), address, and phone number.
• Mail your check to
  Harvard Medical School 
  Alumni Affairs and Development 
  P.O. Box 419720 
  Boston, MA 02241-9720

Did you know? You can also designate HMS as a beneficiary of your DAF. Request a change of beneficiary form from your plan administrator and name the “President and Fellows of Harvard College, for the benefit of Harvard Medical School” as a beneficiary, along with the percentage you would like HMS to receive. If you include HMS in your plans, please let us know »

• Use real estate or personal property, such as artwork, to fund a gift
• Reduce income, capital gains, and potential estate taxes
• Improve health and well-being for all
• Create enduring impact at HMS 

• Real Estate
• Personal Property

Acceptance of these assets are subject to Harvard gift acceptance policies or, at a minimum, subject to a due diligence process.

Contact our gift planning team at 800-922-1782 or email giftplanning@hms.harvard.edu.

• 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
• Improve health and well-being for all
• Create enduring impact at HMS

• Cash
• Appreciated Securities
• Closely Held Stock
• Real Estate

• Contact our gift planning team at 800-922-1782 or email giftplanning@hms.harvard.edu.