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Charitable Gift Annuity

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Charitable Gift Annuity

CGA Diagram

How It Works

  • You transfer cash or securities to the Harvard T.H. Chan School of Public Health. Our minimum gift requirement is $25,000.
  • The Harvard Chan School pays you, yourself and a spouse, or any two beneficiaries you name, fixed income for life.
  • Beneficiaries are recommended to be at least 40 years of age at the time of the gift.
  • The remaining balance passes to the Harvard Chan School when the contract ends.

Benefits

  • Receive dependable, fixed income for life in return for your gift.
  • In many cases, receive payments at a rate higher than the interest you are currently receiving.
  • Receive an immediate income tax deduction for a portion of your gift.
  • A portion of your annuity payment will be tax-free.
  • Are you a younger donor? Consider a deferred gift annuity.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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Ronk

From the New Chair of the 1913 Society, Professor Barry R. Bloom

“When Dean Frenk asked if I would be willing to chair the 1913 Society, I told him I would be delighted to do so. I view it as a priority to recognize this auspicious group of donors and to help others learn how easy it is to support the Harvard Chan School and get a return on your investment. I’m a living example.”

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The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com