Giving
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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.
- 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.
When recommending a gift to HBS from your donor-advised fund, please use the legal name, federal tax ID number, and address listed below.
To ensure proper gift crediting and use, please email us about your gift recommendation for HBS.
- Legal Name: President and Fellows of Harvard College
- Federal Tax ID Number: 04–2103580
- Address: President and Fellows of Harvard College, 124 Mt. Auburn St., Cambridge, MA 03138
Learn about establishing a donor-advised fund at Harvard University.
Special one-time opportunity: You can make a gift of up to $53,000 from your IRA to establish a Harvard gift annuity that will pay you annual income for life and benefit HBS in the future. In that same year, you can also transfer up to $52,000 from your IRA to HBS as an outright gift, for a total gift of $105,000, as allowed by IRS rules. Contact Anne McClintock, Senior Director of Development, Planned Giving, to learn more.
Annual opportunity: You can transfer up to $105,000 directly from your IRA to HBS. Your gift can be excluded from your federal taxable income. The transfer can also count towards your required minimum distribution.
To initiate a transfer, please contact your IRA administrator. Also notify HBS Gift Management at gifts@hbs.edu or 617-495-6207 to ensure proper crediting.
For more information about supporting HBS through your IRA, please contact HBS Planned Giving at pg@hbs.edu or 877-448-3864.
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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:
- 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.
When recommending a gift to HBS from your donor-advised fund, please use the legal name, federal tax ID number, and address listed below.
To ensure proper gift crediting and use, please email us about your gift recommendation for HBS.
- Legal Name: President and Fellows of Harvard College
- Federal Tax ID Number: 04–2103580
- Address: President and Fellows of Harvard College, 124 Mt. Auburn St., Cambridge, MA 03138
Learn about establishing a donor-advised fund at Harvard University.
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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 of up to $105,000 per year.
Special one-time opportunity: You can make a gift of up to $53,000 from your IRA to establish a Harvard gift annuity that will pay you annual income for life and benefit HBS in the future. In that same year, you can also transfer up to $52,000 from your IRA to HBS as an outright gift, for a total gift of $105,000, as allowed by IRS rules. Contact Anne McClintock, Senior Director of Development, Planned Giving, to learn more.
Annual opportunity: You can transfer up to $105,000 directly from your IRA to HBS. Your gift can be excluded from your federal taxable income. The transfer can also count towards your required minimum distribution.
To initiate a transfer, please contact your IRA administrator. Also notify HBS Gift Management at gifts@hbs.edu or 617-495-6207 to ensure proper crediting.
For more information about supporting HBS through your IRA, please contact HBS Planned Giving at pg@hbs.edu or 877-448-3864.
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 reunion campaigns concluding on December 31, 2024 (MBA 1998, 1993, 1988, 1983, 1978): Pledges must be made by December 31, 2024, and should be fulfilled by June 30, 2025.
For all other reunion campaigns: Pledges must be made by June 30 following the reunion and should be fulfilled by the following December 31. - 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 HBS's annual Report on Giving.
For questions about an existing pledge or to customize your pledge fulfillment schedule, 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.