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HBS Fund

By Credit Card | By Check | By Wire Transfer | With Stock | Donor-Advised Fund | International Giving | From Your IRA |
Alumni & Development Services
617.495.1750
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Alumni & Development Services
617.495.1750
Mail check to:
Harvard Business School
P.O. Box 412275
Boston, MA 02241-2275
If using FedEx, UPS, DHL, or any other service that cannot deliver to a P.O. box,
mail check to:
Bank of America Lockbox Services
HBS-ADS 412275
MA5-527-02-07
2 Morrissey Boulevard
Dorchester, MA 02125
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)
Alumni and Development Services - Trust Administration
866.845.6596
donorsecuritygifts@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.
1. Make an outright gift by suggesting a grant to Harvard Business School (legal name:
“President and Fellows of Harvard College”).
2. Designate Harvard Business School to receive all or a portion of the fund value
upon the termination of the fund.
You can select the option that best suits your philanthropic and financial goals to support Harvard Business School. Contact your fund administrator to request a distribution or beneficiary 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
Your gift, which must be transferred directly from your IRA to HBS, can be excluded from your federal taxable income. Once you turn 72 years old, your gift also counts toward the IRS’s required minimum distribution.
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.
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HBS accepts MasterCard, Visa, American Express, and DiscoverBy Phone
Alumni & Development Services
617.495.1750HBS accepts MasterCard, Visa, American Express, and DiscoverOnlineLOG IN TO GIVE
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-filledBy PhoneAlumni & Development Services
617.495.1750 -
Make your check payable to Harvard Business School.
Mail check to:
Harvard Business School
P.O. Box 412275
Boston, MA 02241-2275If using FedEx, UPS, DHL, or any other service that cannot deliver to a P.O. box, mail check to:
Bank of America Lockbox Services
HBS-ADS 412275
MA5-527-02-07
2 Morrissey Boulevard
Dorchester, MA 02125 -
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:
Alumni and Development Services - Trust Administration
866.845.6596
donorsecuritygifts@harvard.eduWhen 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.
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There are two ways to make a gift through your donor-advised fund:
1. Make an outright gift by suggesting a grant to Harvard Business School (legal name: “President and Fellows of Harvard College”).
2. Designate Harvard Business School to receive all or a portion of the fund value upon the termination of the fund.You can select the option that best suits your philanthropic and financial goals to support Harvard Business School. Contact your fund administrator to request a distribution or beneficiary 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 -
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.
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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, can be excluded from your federal taxable income. Once you turn 72 years old, your gift also counts toward the IRS’s required minimum distribution.
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.
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
FAQ
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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.
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You can expect to receive an official receipt via mail 10–15 business days after HBS receives your gift.
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To request a duplicate receipt, please complete the Harvard University Request a Tax Receipt form.
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Yes.
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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.
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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).
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All donors are recognized in HBS’s annual Report on Giving 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.
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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 Report on Giving.
For questions about an existing pledge or payment schedule adjustments, please contact HBS Gift Management at gifts@hbs.edu or 617.495.6207.
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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.
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The School’s fiscal year runs from July 1 through June 30.