Gift planning offers donors a number of options to help them meet their personal and philanthropic goals.

Life Income Gifts

Harvard provides you and/or the people you name with an income stream for life or a specified period of years.

Estate Plans

You can make a gift to HBS through a will, trust, or insurance policy.

Retirement Plans

Naming the School as a beneficiary of your retirement plan can be the easiest and most tax-efficient way to support HBS through your estate.

Charitable Lead Trust

This type of trust makes regular, tax-deductible gifts to charitable beneficiaries—HBS and, if you choose, other organizations. When the trust terminates, the remaining principal is returned to you or to your family.

Harvard Donor-Advised Fund

You can establish this philanthropic vehicle at Harvard. It allows you to make a charitable contribution, receive an immediate tax benefit, and then recommend grants to HBS, other Harvard units, and other charities over time while investing with Harvard Management Company.

IRA Charitable Distribution

You can use your individual retirement account (IRA) to make a tax-efficient gift to HBS.