For many alumni and friends, an estate provision is the easiest and best way to make a gift to the School.
Through your will, retirement plan, or other estate plans, you can name HMS as the beneficiary of a portion of your estate or of particular assets in your estate.
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Benefits
- Reduce or eliminate estate taxes in some instances
- Fulfill your financial, tax, and estate goals
- Transform the future of health and well-being
- Create an enduring legacy at Harvard
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How to Fund
- Cash
- Appreciated Securities
- Mutual Securities
- Real Estate
- Personal Property
- Closely Held Stock
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Next Steps
- Share the following bequest language with your attorney: “I give ( dollars or percent 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, research, or another priority area).” Tax Identification #04-2103580
- Share the following bequest language with your attorney: “I give ( dollars or percent of the residue of my estate) to the President and
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Benefits
- Reduce or eliminate estate tax
- Modify your beneficiary designations at any time
- Fulfill your financial, tax, and estate goals
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How to Fund
- Retirement Plan Assets
- Life Insurance
- Bank Accounts, Certificates of Deposit, or Brokerage Accounts
- Donor Advised Funds
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Next Steps
- Name HMS as a full or partial beneficiary of the remainder of your IRA, 401(k), 403(b), Keogh, tax-deferred annuity, or other qualified
retirement plan. - 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.
- Name HMS as a full or partial beneficiary of the remainder of your IRA, 401(k), 403(b), Keogh, tax-deferred annuity, or other qualified
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Benefits
- Qualify for an immediate income tax deduction for a portion of the appraised value
- Keep assets during your lifetime
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How to Fund
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Real Estate
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Next Steps
- Contact our gift planning team at 617-384-8449 or 800-922-1782 or email giftplanning@hms.harvard.edu.