Testamentary gifts by will, by inclusion in trusts, and by beneficiary designation in IRAs provide important support for Harvard Law School and ensure its long-term financial strength and ability to lead in the research, practice, and teaching of law.
Wills and Trusts
You can include the School in your will or trust for a specific amount or for a percentage of your residuary estate.
If you would like to include Harvard Law School in your will or trust, we recommend you use the following language:
I give (__dollars/__percentage or all of the residue of my estate) to President and Fellows of Harvard College, a Massachusetts educational, charitable corporation, for the benefit of Harvard Law School and to be used for [the Annual Fund, general and unrestricted purposes or for an endowment fund to support a specific area.]
A tax-friendly way to give in support of leadership
If you are 70 1/2 years old or over, a qualified charitable distribution (QCD) from your IRA directly to Harvard Law School can be an advantageous way to give. Here is why:
- 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 $100,000 (annual aggregate limit) qualify for this favorable tax treatment each year. (Contributions to an IRA after age 70½ reduce QCD amounts).
- Qualified charitable distributions can count toward your required minimum distribution.
- If you celebrate your 50th, 55th, or 60th reunion in 2021 or 2022, a gift from your IRA this year can be included in your Class Gift.
“Harvard gave my husband and me, from small town Ohio and small town Texas, a first-class legal education. Through gifts from our IRAs, we can say thank you and help Harvard Law School provide the same opportunity for the generations of our grandchildren and beyond.”
– Cathy Stricklin Krendl J.D.’70
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