Give and receive. You earn income during your lifetime and HMS benefits from your gift.
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Benefits
- Receive a fixed income to you for life and/or others you name as beneficiaries (typically a portion of these payments is tax-free)
- Qualify for a charitable income tax deduction and you may save on capital gains tax liability if funded with appreciated securities
- Enjoy payments that are fully backed by the assets of the University and administered by Harvard Management Company
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How to Fund
- Cash
- Appreciated Securities
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Next Steps
- Use our free online gift calculator to determine your income for life and tax benefits
- Contact our gift planning team at 617-384-8449 or 800-922-1782 or email giftplanning@hms.harvard.edu.
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Benefits
- Receive income for life, with potential for growth over time
- Support your spouse or other beneficiaries
- Unlock appreciated assets without incurring capital gains tax liability
- Access broad investment diversification and avoid separate management fees through Harvard Management Company
- Secure a federal charitable income tax deduction and potentially save on gift and estate taxes
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How to Fund
- Cash
- Publicly-traded Securities
- Closely-held Stock
- Real Estate
- Art, antiques, or collections
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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.