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This form serves as notification of your
intention to make a gift of mutual fund shares
to Harvard. It is important that we are notified prior to every mutual fund share transfer, in order for us to accurately identify, allocate, and acknowledge your gift. Note that this form cannot be used for restricted stock or stock traded on non-U.S. markets; making life income gifts, gift annuities, or unitrusts; or for membership dues. To make such gifts, or if you gift involves special considerations or instructions, please call the Harvard Management Company at 866-845-6596.
Please complete the following information. Required fields are marked with an asterisk (*).
If Harvard alumnus/a, please also tell us:
If you have more than one degree, choose the most recent.
Email and phone information helps us
in case we have questions about your gift. Please enter your phone number in the following format: xxx-xxx-xxxx.
If held at a brokerage firm:
Please mail a Matching Gift Form
from the matching company, if applicable,
to the following address:
Office of the Recording Secretary
Matching Gifts Program
124 Mount Auburn Street
Cambridge, MA 02138
Gift Details (con't.)
(Complete the remaining boxes in this section if you are transferring additional shares from another fund.)
I have checked the information about the gift I am making, and wish to submit it. I understand that the effective date of gift will be the date my gift is received in Harvard's account.
Mutual fund share transfers may take several weeks or longer to complete; at calendar year end this may affect the tax year for which your gift qualifies.
If you still wish to make a gift but need assistance, please call the Harvard Management Company at 866-845-6596.
Make a Gift
© 2013 The President & Fellows of Harvard College