For Advisers

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

"I give (________ dollars or ________ percent or all of the residue of my estate) to the President and Fellows of Harvard College, a Massachusetts educational, charitable corporation, for the benefit of Harvard Medical School (optional to benefit education or research or another priority area)."

U.S. Stocks and Bonds

Step 1: Provide the following details to your broker: 

• DTC #: 2669 
• Receiving Institution: Northern Trust 
• Account Title/Registration: President and Fellows of Harvard College* 
• Account #: 70-19449 
• Tax Identification #: 04-2103580
  *This is the legal name of Harvard University and the Account Title that must be used to ensure delivery. 

Step 2: Email the Harvard Security Gifts Team at donorsecuritygifts@harvard.edu and copy Harvard Medical School at hmsgiving@hms.harvard.edu and provide the following: 

• Name of security 
• Number of shares 
• Name of the donor with HMS class year, if applicable 
• Designation of the gift 
• Brokerage or bank where the shares are held 
• Cost basis and acquisition date (This information is being collected in relation to the Tax Cuts and Jobs Act of 2017) 

Mutual Funds or Foreign Stock

Coordinate with the Life Income and Security Gifts Administration team. For the team to determine the appropriate instructions, please call 866-845-6596 or email donorsecuritygifts@harvard.edu.

Include check made payable to Harvard Medical School, along with a note that includes the donor's full name, address, and phone number and mail to:

Harvard Medical School
Alumni Affairs and Development
P.O. Box 419720
Boston, MA 02241-9720

Qualified Charitable Distribution (QCD)

If you are at least 70.5 years old, you can direct a qualified charitable distribution (QCD) to HMS, transferring up to $111,000 from your IRA as a gift. Moreover, for those who are at least 73, QCDs count toward the IRA owner’s required minimum distribution (RMD) for the year.

Additionally, donors can now roll up to $55,000 of IRA funds into charitable gift annuities, with limitations. Please contact giftplanning@hms.harvard.edu to learn whether this is a viable option for you.

• 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
  View the “Stock, Bond, or Mutual Fund Gifts” section below for instructions.
• WIRE TRANSFERS
  Direct transfer to the following account:
  Bank of America, 100 Federal Street, Boston, MA 02110
  President and Fellows of Harvard College, OGA account
  Account #: 9429263621
  Ach ABA: 011000138
  Wire ABA: 026009593
  Swift Code: BOFAUS3N
• 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 

Beneficiary Designation

How It Works

• Name HMS as a full or partial beneficiary of the remainder of your IRA, 401(k), 403b, Keogh, or other qualified retirement account. 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. Complete the form and submit it to your administrator. In many cases, the process can be completed online.

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

• The higher the IRS discount rate, the higher the deduction for charitable remainder trusts and gift annuities
• IRS discount rate is published monthly on or about the 20th of the month
• Use the discount rate for the month in which the gift is made or for either of the prior two months
• Also known as the IRC, Section 7520 or Applicable Federal Rate. It is the annual rate of return that the IRS assumes the gift assets will earn during the gift term

To learn more, please contact our gift planning team at 800-922-1782 or email giftplanning@hms.harvard.edu.