IRAs

For questions or requests for more information about HLS Planned Giving, please contact:
 
Charlize Suzanne Gordy
Director, Planned Giving

(617) 496-9265

View IRA Brochure

Make a world of difference with a gift from your IRA

  • If you are 70.5 years+, you can use up to $53,000 from your IRA as a one-time gift to HLS for a charitable gift annuity, which will pay you and another if included, an income for your lifetimes.
  • The annuity would pay you an annual amount equal to a percentage based on your age(s) applied to the gift amount of $53,000. A 75-year-old would receive 6.7% of $53,000, which equals $3,551, and is paid in quarterly installments.
  • If you are married, you and your spouse can each contribute up to $53,000 for separately owned IRAs for a total of $106,000.
  • The gift can count towards your required minimum distribution and will count as part of your qualified charitable donation limit of $100,000 per year.

A smart annual gift, a special one-time option.

If you are 70.5 years old or over, a qualified charitable distribution (QCD) directly from your IRA to the Law School. Consider the benefits:

  • Your gift makes an immediate impact at HLS.
  • Although there is no tax deduction, the amount transferred is excluded from your income for federal tax purposes—no tax is due.
  • Transfers up to $105,000 (annual aggregate limit) qualify for this favorable tax treatment each year. (Contributions to an IRA after age 70.5 reduce QCD amounts).
  • Qualified charitable distributions can count toward your required minimum distribution.
  • If you are celebrating a reunion, a gift from your IRA can be included in your Class Gift and can also be used to make a pledge payment.

“Coming from a blue-collar family and as the first in my family to graduate college, my path to HLS was enabled by the generosity of donors who made a life-changing scholarship possible. That opened the door to a 50+ year career in government service and private practice in environmental protection and natural resource stewardship. Looking back, I’m grateful; looking to the future, I’m honored to have the privilege to pay it forward. An IRA gift supports future generations in the pursuit of excellence.”

– R. Timothy Weston ’72

How to make an IRA gift

To make your gift, instruct your IRA custodian to make a direct transfer from your IRA account to:

Harvard Law School
1563 Massachusetts Avenue
Cambridge, MA 02138
Attn: HLS Donor Services
Development and Alumni Relations