Your support helps us sustain our tradition of excellence in medical education, groundbreaking research, and serving humanity.
Outright gifts can include cash, securities (stocks, bonds, and mutual funds), real estate, tangible personal property, and/or retirement plan assets.
Table of Contents
Benefits
- 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
How to Fund
- Appreciated Securities
- Mutual Fund Shares
Next Steps
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
Benefits
- 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
How to Fund
- IRA
Next Steps
If you are at least 73 years old, you can direct a qualified charitable distribution (QCD) to HMS, transferring up to $100,000 from your IRA as a gift.
Donors can roll up to $50,000 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
| Receiving Bank: | Bank of America 100 Federal Street Boston, MA 02110 |
| Beneficiary Legal Account: | President and Fellows of Harvard College ADS Account |
| Account Number: | 9429263621 |
| ACH Routing Number: | 011000138 |
| Wire Routing Number: | 026009593 |
| Swift Code (international donors): | BOFAUS3N |
| Memo/Reference: | Donor name, degree/year (if applicable), and fund name (intended gift purpose) |
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.
Benefits
- 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
How to Fund
- Donor-Advised Fund
Next Steps
After creating your DAF, you can direct annual distributions to your favorite charities. You enjoy the simplicity and anonymity of recommending a distribution from your DAF to HMS to support medical education, biomedical research, or health care service.
If you have an account with Fidelity Charitable, Schwab Charitable, or BNY Mellon, select your fund provider’s name, and you will be taken to their website to complete your gift.
If your provider is not listed, contact them directly with a request to make a gift to HMS on your behalf:
Make a check payable to Harvard Medical School and mail it to:
Harvard Medical School
Alumni Affairs and Development
P.O. Box 419720
Boston, MA 02241-9720
Please have them include a note with your full name, address, phone number, and the name of the fund you are supporting on the memo line.
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 »
Tax identification # 04-2103580
HMS gifts are managed under the umbrella of the President and Fellows of Harvard College’s federal tax identification number.
Benefits
- 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
How to Fund
- 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.
Next Steps
Contact our gift planning team at 800-922-1782 or email giftplanning@hms.harvard.edu.
Benefits
- 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
How to Fund
- Cash
- Appreciated Securities
- Closely Held Stock
- Real Estate
Next Steps
- Contact our gift planning team at 800-922-1782 or email giftplanning@hms.harvard.edu.
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Please let us know if you have included HMS in your estate plans so we can celebrate you as a member of the Ezekiel Hersey Council, which recognizes those who have made legacy gifts to HMS. |