Beneficiary Designations


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When you name HMS as a beneficiary of your retirement plan, donor-advised fund, or life insurance policy, you help to secure the School's future without impacting your current assets.

Retirement Plans

Preserve the full value of your retirement plan assets when you donate them to Harvard Medical School. When you leave these assets to heirs, estate and federal income taxes can consume up to 70 percent.

  • Use assets from your IRA, 401(K), 403(B), Keogh, TIAA-CREF, tax-deferred annuity, or qualified pension or profit-sharing plan
  • Save taxes for the family

To name or change a beneficiary, simply contact the administrator of the IRA or retirement plan for a change of beneficiary form. If you would like to name HMS as beneficiary, decide what percentage of the plan's value (1–100 percent) you would like us to receive and name the "President and Fellows of Harvard College," for the benefit of Harvard Medical School, along with the stated percentage on the beneficiary form. Then return the form to the administrator of the plan. In some cases, a waiver must be signed by your spouse.

Read about someone who named HMS as beneficiary of his retirement plan.

Donor-Advised Funds

Control the destiny of your donor-advised fund by designating Harvard Medical School as an account beneficiary.

Life Insurance

Ensure that HMS receives a certain amount when you pass by naming Harvard Medical School as the beneficiary of your life insurance policy. HMS may even agree to become the owner of the policy, qualifying you for an annual income tax deduction each time you pay a premium.

To learn more, please contact:

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

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