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

    • 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
  • How to Fund

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

    • Reduce or eliminate estate tax
    • Modify your beneficiary designations at any time
    • Fulfill your financial, tax, and estate goals
  • 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.