Gift Planning
Gift Planning
Gift planning lets you support Harvard School of Dental medicine enjoy tax benefits, and direct resources to causes you care about, all on your own timeline.
Support the Harvard School of Dental Medicine (HSDM) while achieving your financial goals through gift planning. Whether during your lifetime or as part of your legacy, planned gifts can:
- Provide income for you or a beneficiary.
- Transfer assets to heirs tax-efficiently.
- Create a lasting impact on HSDM’s mission to advance dental education, research, and care.
Donors of any age can make a difference. Contact [HSDM or Harvard Gift Planning contact] to learn more and start your gift planning conversation today.
Common types of planned gifts
Planned gifts are flexible ways to support HSDM while achieving your financial goals. They allow you to leave a lasting legacy that advances dental education, research, and care.
Explore your options below:
Include HSDM in your will or trust with a specific amount, percentage, or the remainder of your estate.
Name HSDM as a beneficiary of a life insurance policy, retirement plan (401(k) or IRA), or other accounts.
- Donors aged 70½ or older can make tax-free charitable distributions from an IRA, which count toward required minimum distributions for those 73 and older.
Create a charitable gift annuity or remainder trust to provide lifetime income for yourself or a beneficiary, with the remainder benefiting HSDM.
Support HSDM for a set period while transferring assets to heirs or retaining them yourself, with potential tax savings.
Use a Harvard Donor Advised Fund to make grants to HSDM and other charities, with immediate tax benefits.
Transform real estate, business interests, art, or other complex assets into a meaningful contribution to HSDM.
Benefits of gift planning
Planned gifts provide a unique opportunity to support HSDM while aligning your personal and financial goals. They offer flexibility to adjust as your circumstances change, significant tax benefits during your lifetime, and the ability to create a lasting legacy that advances dental education and research. Explore the key advantages of planned giving:
- Retain control: Assets in your will or estate plan remain yours during your lifetime and can be adjusted if circumstances change.
- Maximize impact: Certain planned gifts are invested in the Harvard endowment or TIAA Kaspick, ensuring your gift goes further with no additional fees.
- Tax efficiency: Strategies like IRA distributions or gifts of appreciated assets can reduce tax burdens while supporting HSDM.
- Flexible purpose: Direct your gift to a specific program or allow HSDM to allocate it where it’s needed most.
Our team can work with you and your advisors to align your gift with your goals and priorities.
How to get started
Start planning a gift that aligns with your goals and makes a lasting impact at HSDM.