Cash Bequest

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).

Residuary Bequest

Harvard receives all or a percentage of the remainder of your estate after the payment of any specific bequests and expenses.

Retirement Plan

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...

Lead Trust

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...

Contact Us

Please contact our office for information on gift strategies that can help you support Harvard’s teaching and research and provide significant benefits to you and your family.

University Planned Giving

124 Mount Auburn Street
Cambridge, MA 02138
Phone: 800-446-1277 
or 617-495-4647
Fax: 617-495-8130
Tax I.D. #: ‌04‑210‑3580