Giving
Charitable Lead Trust
A charitable lead trust (CLT) enables you to support HBS and transfer assets to children
or other heirs at a reduced tax cost.
Benefits
- Reduces the gift and estate tax costs of transferring assets to your heirs
- Controls the timing of asset distribution to your heirs
- Expert management services provided by Harvard at no cost to you
- Accelerated charitable income tax deduction in some circumstances
- Membership in the John C. Whitehead Society
How it Works
- You can create a trust with a minimum gift of $1 million or more.
- Your trust makes annual payments to HBS. You choose the length of the term (generally 10 to 20 years) and whether payments are fixed or variable.
- At the end of the trust term, the principal passes to your heirs or back to you.
Use our gift calculator to see how a CLT can work for you
John C. Whitehead Society
Recognizing alumni and friends who make planned gifts to HBS
Let’s Work Together
Anne McClintock
Senior Director of Development, Planned Giving
877-448-3864 (toll free)
pg@hbs.edu
pg@hbs.edu