Gifts of other assets


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It's never too early or too late to begin thinking of how to make a planned gift.

Securities: Stocks, Bonds, Mutual Funds

  • Qualify for a deduction for the mean market value of a security you have owned at least one year
  • Utilize the deduction for up to 30 percent of your adjusted gross income
  • Carry forward any unused deduction for up to five additional years
  • Reduce potential capital gains tax

Real Estate

Personal Property

  • Consider works of art, antiques, gold, stamps, coins, jewelry, patents, copyrights, etc.
  • Reduce your tax liability
  • Receive a deduction based on whether or not the property is mission-related
  • Use tangible personal property to fund a gift that pays you income

Retirement Plan Assets

For more information, or to add Harvard Medical School to your will or estate plan, please contact:

Karen S. Turpin
Senior Director of Gift Planning
(617) 384-8449 or (800) 922-1782

THANK YOU! 101% of goal reached as of Feb. 28

There’s still time to make an impact before the Campaign closes on June 30, 2018. Make your gift today »



Bequests & TrustsWhether you make a gift that pays you income or a gift that benefits HMS after your lifetime, your contribution will have an impact.

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