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For professional advisors

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For professional advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic, and estate goals are unique to the individual. For this reason, we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

Please feel free to contact us directly for information or assistance on a confidential basis.

Legal Name: The Harvard T.H. Chan School of Public Health

Tax I.D. Number: 04-2103580

DTC Number: 997

Incorporated in: Boston, MA


How to Transfer Securities

  1. Prior to transfer, please contact our Office of External Relations at (617) 432-8082 so that we may arrange to accept your gift on behalf of the Harvard T.H. Chan School of Public Health. Please provide the following information:
    1. name of your stockbroker
    2. stock owner's name if different from donor
    3. name of stock and number of shares
    4. approximate value of stock
    5. intended purpose of your gift
  2. Have your Broker call Harvard Management Company to transfer stock at 866-845-6596.

You will receive an official acknowledgment stating the mean value of your gift for tax reporting purposes.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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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 © 2018 VirtualGiving.com