You can wire funds directly to HBS from your bank using the information provided below. To ensure proper crediting, please include your name and intended gift purpose.

Receiving Bank: Bank of America, 100 Federal Street, Boston, MA 02110
Beneficiary Legal Account: President & Fellows of Harvard College, ADS Account
Account #: 9429263621
ACH Routing #: 011000138
Wire Routing #: 026009593
Swift Code (International donors): BOFAUS3N
Memo/Reference: Donor name, degree/year, and intended gift purpose (fund name)

To make a gift of stock, please contact:

Harvard Management Company
866.845.6596
security_gifts@hmc.harvard.edu

When giving long-term appreciated stock to HBS, donors may take a charitable income tax deduction for its mean fair market value on the date of the gift and avoid capital gains tax.

To ensure proper crediting of your gift, please use our online form to notify us of your stock transfer.

There are two ways you can make a gift through your donor-advised fund:

Support HBS now by recommending a grant to Harvard Business School (legal name: “President and Fellows of Harvard College”).
Support HBS in the future by designating Harvard Business School as the final beneficiary of all or a portion of the fund value upon the termination of the fund.

Contact your fund administrator to request a grant recommendation or beneficiary designation form or download the appropriate form(s) from your administrator's website.

If you include Harvard Business School in your plans, please let us know and use our legal name and federal tax ID:

Legal Name: President and Fellows of Harvard College
Address: Harvard Business School, P.O. Box 412275, Boston, MA 02241-2275
Federal Tax ID Number: 04–2103580

Learn about establishing a donor-advised fund at Harvard University.

Gifts to HBS from alumni and friends living outside the United States may be directed to one of our affiliated charitable entities in order to qualify for a tax deduction or a tax credit.

If you are at least 70½ years old, you can use your individual retirement account (IRA) to make a gift to HBS—up to $100,000 per year.

Your gift, which must be transferred directly from your IRA to HBS, counts toward your required minimum distribution and can be excluded from your federal taxable income.

To initiate a transfer, contact your IRA administrator. To ensure proper crediting at HBS, you will also need to notify Harvard University. Downloadable sample letters are provided below for your convenience. For more information, please contact Harvard University Planned Giving at pgo@harvard.edu or 800.446.1277.

Sample Request from Donor to IRA Administrator
This letter contains transfer instructions from you to your IRA administrator.

Sample Letter from Donor Informing Harvard of IRA Distribution
This letter informs Harvard University that you wish to direct your gift to HBS and ensures appropriate class credit for alumni.

By Credit Card

HBS accepts MasterCard, Visa, American Express, and Discover

Online

Recommended for all alumni and required for international credit card gifts

Give Without Login

For US-based donors only—no personal information will be pre-filled

By Phone

HBS Development Office
617.495.6881

Toll free:
877.448.3864
(877.GIVE.TO.HBS)

By Check

Make your check payable to Harvard Business School.

Mail check to:
Harvard Business School
P.O. Box 412275
Boston, MA 02241-2275

By Wire Transfer

You can wire funds directly to HBS from your bank using the information provided below. To ensure proper crediting, please include your name and intended gift purpose.

With Stock

To make a gift of stock, please contact:

Harvard Management Company
866.845.6596
security_gifts@hmc.harvard.edu

When giving long-term appreciated stock to HBS, donors may take a charitable income tax deduction for its mean fair market value on the date of the gift and avoid capital gains tax.

To ensure proper crediting of your gift, please use our online form to notify us of your stock transfer.

Donor-Advised Fund

There are two ways you can make a gift through your donor-advised fund:

Support HBS now by recommending a grant to Harvard Business School (legal name: “President and Fellows of Harvard College”).
Support HBS in the future by designating Harvard Business School as the final beneficiary of all or a portion of the fund value upon the termination of the fund.

Contact your fund administrator to request a grant recommendation or beneficiary designation form or download the appropriate form(s) from your administrator's website.

If you include Harvard Business School in your plans, please let us know and use our legal name and federal tax ID:

Legal Name: President and Fellows of Harvard College
Address: Harvard Business School, P.O. Box 412275, Boston, MA 02241-2275
Federal Tax ID Number: 04–2103580

Learn about establishing a donor-advised fund at Harvard University.

International Giving

Gifts to HBS from alumni and friends living outside the United States may be directed to one of our affiliated charitable entities in order to qualify for a tax deduction or a tax credit.

From Your IRA

If you are at least 70½ years old, you can use your individual retirement account (IRA) to make a gift to HBS—up to $100,000 per year.

Your gift, which must be transferred directly from your IRA to HBS, counts toward your required minimum distribution and can be excluded from your federal taxable income.

Sample Request from Donor to IRA Administrator
This letter contains transfer instructions from you to your IRA administrator.

Sample Letter from Donor Informing Harvard of IRA Distribution
This letter informs Harvard University that you wish to direct your gift to HBS and ensures appropriate class credit for alumni.

NEED HELP?

For help with any gift-related matters, please contact HBS Gift Management at 617.495.6207 during regular business hours, 9 a.m.–5 p.m. Eastern time, Monday–Friday or via email.

Maximize Your Gift

Employer Matching

To find out if your company matches employee gifts, use our online search tool. Upon receipt, all matching gifts count toward a donor’s total giving.

Recurring Giving

Support HBS automatically—on a monthly or annual basis—via credit card. This will ensure that you are counted as a donor every year and help HBS to plan more effectively.

Planned Giving

By using different assets and planned giving strategies, you can support HBS and fulfill your financial goals.

Learn More

FAQ

What is the School’s Federal Tax Identification Number?: HBS gifts are managed under the umbrella of Harvard University’s Federal Tax Identification Number, which is
04–2103580. Harvard University’s legal name is President and Fellows of Harvard College.
When will I receive a tax receipt for my gift?: You can expect to receive an official receipt via mail 10–15 business days after HBS receives your gift.
How can I get a duplicate tax receipt for my gift?: To request a duplicate receipt, contact Harvard Alumni and Development Services at 617.495.1750 or ads@harvard.edu.
Will my gift to HBS be credited to my class automatically?: Yes.
Will my spouse and I both receive credit for a gift to HBS?: Joint crediting does not happen automatically. Alumni couples must indicate—on the online giving form or gift reply slip—if they would like their gift to be credited jointly. In that case, the amount will be split 50/50 for tax purposes but each person will receive class credit and recognition for the full amount of the gift. Contact HBS Gift Management at 617.495.6207 or gifts@hbs.edu if you have additional questions about crediting.

How do I make a pledge?

To pledge a gift that you will fulfill at a later date, please call HBS Development at 617.495.6881 (toll free: 877.448.3864).

Will I be recognized for pledge payments?

All donors are recognized in HBS’s annual Contributors Report for the full amount of any gifts and pledges made during the fiscal year (July 1–June 30), and for pledge payments as they are received.

When do I need to fulfill my pledge?

Guidelines for payments differ for reunion and non-reunion (annual giving) pledges.

Reunion Pledges:
For the 5th, 10th, 15th, 20th, 50th, and beyond: Pledges must be made by June 30 following the reunion and should be fulfilled by the following December 31.

For the 25th, 30th, 35th, 40th, and 45th: Pledges must be made by December 31 following the reunion and should be fulfilled by the following June 30.

Non-Reunion (Annual Giving) Pledges:
Pledges must be paid by the end of the fiscal year, June 30, to be counted in that year’s giving totals and listed in the HBS's annual Contributors Report.

For questions about an existing pledge or payment schedule adjustments, please contact HBS Gift Management at gifts@hbs.edu or 617.495.6207.

How can I make a gift in honor or in memory of someone?

Use this form and check the box labeled “This gift is in honor or memorial of someone,” or mail a check to Harvard Business School, P.O. Box 412275, Boston, MA 02241-2275. HBS will attempt to contact the person being honored/memorialized—or someone close to them—to inform them of your gift (without reference to the specific gift amount), so please provide relevant contact information and any other pertinent details.

What is HBS’s fiscal year?

The School’s fiscal year runs from July 1 through June 30.

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