Give and receive. You earn income during your lifetime and HMS benefits from your gift.

When you establish a Charitable Gift Annuity (CGA) or Charitable Remainder Trust (CRT) to benefit Harvard Medical School, you can be assured that your gift will have the tangible impact you want: income for life for you while supporting our mission to improve health and well-being for all .

  • Benefits

    • Receive a guaranteed, fixed income to you and/or another beneficiary for life (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 
  • How to Fund

    • Cash
    • Appreciated Securities

     

  • Next Steps

  • 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
  • How to Fund

    • Cash
    • Publicly-traded Securities
    • Closely-held Stock
    • Real Estate
    • Art, antiques, or collections

     

  • Next Steps