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Harvard’s Tax ID

  • 04-2103580

Bequest Language

  • "I give (________ dollars or ________ percent or all 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 research or scholarship or medical education)."

Transfering Securities


  • Include your check made payable to Harvard Medical School, along with a note that includes your full name, address, and phone number and mail to:

Harvard Medical School
Alumni Affairs and Development
P.O. Box 419720
Boston, MA 02241-9720

IRA Transfer Instructions

For assistance in transfers of gifts from trusts and estates to Harvard, please contact:

President and Fellows of Harvard College
Alumni and Development Services
124 Mount Auburn Street
Cambridge, MA 02138
ATTN:    Nancy N. Keller-Go 
Senior Vice President – Estates & Special Investments

IRS Discount Rate

  • The higher the IRS discount rate, the higher the deduction for charitable remainder trusts and gift annuities
  • IRS discount rate is published monthly on or about the 20th of the month
  • Use the discount rate for the month in which the gift is made or for either of the prior two months
  • Also known as the IRC, Section 7520 or Applicable Federal Rate. It is the annual rate of return that the IRS assumes the gift assets will earn during the gift term

To learn more, please contact:

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

2016 HMC

Endowment Report


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