Types of Bequests
Harvard receives a specific dollar amount from your estate.
Bequest of Property
Harvard receives specific assets, such as securities, real estate, or tangible personal property (for example, works of art or antiques).
Harvard receives all or a percentage of the remainder of your estate after the payment of any specific bequests and expenses.
Harvard is designated as a beneficiary of the remainder of your IRA or qualified pension or profit-sharing plan. Learn more...
Gifts That Pay You Income
You can establish a Harvard-managed trust or annuity through a bequest. This enables you to arrange for a tax-wise gift to pay income to your spouse, children, or other beneficiaries for life or a term of years, after which the assets pass to Harvard. Learn more...
A lead trust can be established through a bequest. Harvard receives income for a term of years from the trust, after which the assets pass to your beneficiaries, often at a much-reduced tax cost. Learn more...