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.

  • Benefits

    • Fulfill your financial, tax, and estate planning goals
    • Reduce or eliminate estate tax
    • Improve health and well-being for all
    • Create enduring impact at Harvard
  • How to Fund

    • Cash
    • Appreciated Securities
    • Mutual Securities
    • Real Estate
    • Personal Property
    • Closely Held Stock
  • Next Steps

    • Determine if you want to give cash or a specific asset such as real estate or personal property. 
    • Share the following 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
    HMS gifts are managed under the umbrella of Harvard University’s Federal Tax Identification Number.

  • Benefits

    • Fulfill your financial, tax, and estate planning goals
    • Reduce or eliminate estate tax
    • Modify your beneficiary designations at any time
    • Improve health and well-being for all
    • Create enduring impact at Harvard
  • How to Fund

    • Retirement Plan Assets
    • Life Insurance
    • Bank Accounts, Certificates of Deposit, or Brokerage Accounts
    • Donor Advised Funds
  • 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.

    Tax Identification #04-2103580
    HMS gifts are managed under the umbrella of Harvard University’s Federal Tax Identification Number.