What are some types of planned gifts?

gifts planned types
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What are some types of planned gifts?

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• Life Income Gifts: Harvard pays an income stream for life or a term of years. • Bequests: Bequests are made primarily through gifts of cash, securities, real estate, and tangible personal property. • Retirement Plans: Harvard is designated as a beneficiary of the remainder or a percentage of the remainder of your retirement plan. • Other Creative Ways to Give: Charitable lead trusts and other options. For more information on ways to make a planned gift, please contact the Harvard University Planned Giving office at 617-495-4647.