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Giving

Charitable Lead Trust

  • Why Give 
    • Why Your Gift Matters
    • Why Your Gift Matters
      • What You Can Support
        • HBS Fund
        • HBS Fund
          • Business in Global Society
          • Business in Global Society
            • Digital Innovation
            • Digital Innovation
              • Diversity and Equity
              • Diversity and Equity
                • Faculty and Research
                • Faculty and Research
                  • Financial Aid
                  • Financial Aid
                    • HBS-Harvard Collaborations
                    • HBS-Harvard Collaborations
                      • MBA Program
                      • MBA Program
                      • What You Can Support
                        • HBS Fund
                        • HBS Fund
                          • Business in Global Society
                          • Business in Global Society
                            • Digital Innovation
                            • Digital Innovation
                              • Diversity and Equity
                              • Diversity and Equity
                                • Faculty and Research
                                • Faculty and Research
                                  • Financial Aid
                                  • Financial Aid
                                    • HBS-Harvard Collaborations
                                    • HBS-Harvard Collaborations
                                      • MBA Program
                                      • MBA Program
                                      • Recognizing Our Donors
                                        • Donor Societies
                                        • Donor Societies
                                          • Report on Giving
                                          • Report on Giving
                                          • Recognizing Our Donors
                                            • Donor Societies
                                            • Donor Societies
                                              • Report on Giving
                                              • Report on Giving
                                              • A Tradition of Philanthropy
                                              • A Tradition of Philanthropy
                                                • Why Your Gift Matters
                                                • Why Your Gift Matters
                                                  • What You Can Support
                                                    • HBS Fund
                                                    • HBS Fund
                                                      • Business in Global Society
                                                      • Business in Global Society
                                                        • Digital Innovation
                                                        • Digital Innovation
                                                          • Diversity and Equity
                                                          • Diversity and Equity
                                                            • Faculty and Research
                                                            • Faculty and Research
                                                              • Financial Aid
                                                              • Financial Aid
                                                                • HBS-Harvard Collaborations
                                                                • HBS-Harvard Collaborations
                                                                  • MBA Program
                                                                  • MBA Program
                                                                  • What You Can Support
                                                                    • HBS Fund
                                                                    • HBS Fund
                                                                      • Business in Global Society
                                                                      • Business in Global Society
                                                                        • Digital Innovation
                                                                        • Digital Innovation
                                                                          • Diversity and Equity
                                                                          • Diversity and Equity
                                                                            • Faculty and Research
                                                                            • Faculty and Research
                                                                              • Financial Aid
                                                                              • Financial Aid
                                                                                • HBS-Harvard Collaborations
                                                                                • HBS-Harvard Collaborations
                                                                                  • MBA Program
                                                                                  • MBA Program
                                                                                  • Recognizing Our Donors
                                                                                    • Donor Societies
                                                                                    • Donor Societies
                                                                                      • Report on Giving
                                                                                      • Report on Giving
                                                                                      • Recognizing Our Donors
                                                                                        • Donor Societies
                                                                                        • Donor Societies
                                                                                          • Report on Giving
                                                                                          • Report on Giving
                                                                                          • A Tradition of Philanthropy
                                                                                          • A Tradition of Philanthropy
                                                                                          • How to Give 
                                                                                            • Ways to Give Today
                                                                                            • Ways to Give Today
                                                                                              • By Credit Card
                                                                                              • By Credit Card
                                                                                                • By Check
                                                                                                • By Check
                                                                                                  • By Wire Transfer
                                                                                                  • By Wire Transfer
                                                                                                    • With Stock
                                                                                                    • With Stock
                                                                                                      • Donor-Advised Fund
                                                                                                      • Donor-Advised Fund
                                                                                                        • From Your IRA
                                                                                                        • From Your IRA
                                                                                                          • International Giving
                                                                                                          • International Giving
                                                                                                          • Planned Giving
                                                                                                          • Planned Giving
                                                                                                            • FAQ
                                                                                                            • FAQ
                                                                                                              • Ways to Give Today
                                                                                                              • Ways to Give Today
                                                                                                                • By Credit Card
                                                                                                                • By Credit Card
                                                                                                                  • By Check
                                                                                                                  • By Check
                                                                                                                    • By Wire Transfer
                                                                                                                    • By Wire Transfer
                                                                                                                      • With Stock
                                                                                                                      • With Stock
                                                                                                                        • Donor-Advised Fund
                                                                                                                        • Donor-Advised Fund
                                                                                                                          • From Your IRA
                                                                                                                          • From Your IRA
                                                                                                                            • International Giving
                                                                                                                            • International Giving
                                                                                                                            • Planned Giving
                                                                                                                            • Planned Giving
                                                                                                                              • FAQ
                                                                                                                              • FAQ

                                                                                                                              Giving

                                                                                                                              • Why Give
                                                                                                                                • Why Your Gift Matters
                                                                                                                                • Why Your Gift Matters
                                                                                                                                  • What You Can Support
                                                                                                                                    • HBS Fund
                                                                                                                                    • HBS Fund
                                                                                                                                      • Business in Global Society
                                                                                                                                      • Business in Global Society
                                                                                                                                        • Digital Innovation
                                                                                                                                        • Digital Innovation
                                                                                                                                          • Diversity and Equity
                                                                                                                                          • Diversity and Equity
                                                                                                                                            • Faculty and Research
                                                                                                                                            • Faculty and Research
                                                                                                                                              • Financial Aid
                                                                                                                                              • Financial Aid
                                                                                                                                                • HBS-Harvard Collaborations
                                                                                                                                                • HBS-Harvard Collaborations
                                                                                                                                                  • MBA Program
                                                                                                                                                  • MBA Program
                                                                                                                                                  • What You Can Support
                                                                                                                                                    • HBS Fund
                                                                                                                                                    • HBS Fund
                                                                                                                                                      • Business in Global Society
                                                                                                                                                      • Business in Global Society
                                                                                                                                                        • Digital Innovation
                                                                                                                                                        • Digital Innovation
                                                                                                                                                          • Diversity and Equity
                                                                                                                                                          • Diversity and Equity
                                                                                                                                                            • Faculty and Research
                                                                                                                                                            • Faculty and Research
                                                                                                                                                              • Financial Aid
                                                                                                                                                              • Financial Aid
                                                                                                                                                                • HBS-Harvard Collaborations
                                                                                                                                                                • HBS-Harvard Collaborations
                                                                                                                                                                  • MBA Program
                                                                                                                                                                  • MBA Program
                                                                                                                                                                  • Recognizing Our Donors
                                                                                                                                                                    • Donor Societies
                                                                                                                                                                    • Donor Societies
                                                                                                                                                                      • Report on Giving
                                                                                                                                                                      • Report on Giving
                                                                                                                                                                      • Recognizing Our Donors
                                                                                                                                                                        • Donor Societies
                                                                                                                                                                        • Donor Societies
                                                                                                                                                                          • Report on Giving
                                                                                                                                                                          • Report on Giving
                                                                                                                                                                          • A Tradition of Philanthropy
                                                                                                                                                                          • A Tradition of Philanthropy
                                                                                                                                                                            • Why Your Gift Matters
                                                                                                                                                                            • Why Your Gift Matters
                                                                                                                                                                              • What You Can Support
                                                                                                                                                                                • HBS Fund
                                                                                                                                                                                • HBS Fund
                                                                                                                                                                                  • Business in Global Society
                                                                                                                                                                                  • Business in Global Society
                                                                                                                                                                                    • Digital Innovation
                                                                                                                                                                                    • Digital Innovation
                                                                                                                                                                                      • Diversity and Equity
                                                                                                                                                                                      • Diversity and Equity
                                                                                                                                                                                        • Faculty and Research
                                                                                                                                                                                        • Faculty and Research
                                                                                                                                                                                          • Financial Aid
                                                                                                                                                                                          • Financial Aid
                                                                                                                                                                                            • HBS-Harvard Collaborations
                                                                                                                                                                                            • HBS-Harvard Collaborations
                                                                                                                                                                                              • MBA Program
                                                                                                                                                                                              • MBA Program
                                                                                                                                                                                              • What You Can Support
                                                                                                                                                                                                • HBS Fund
                                                                                                                                                                                                • HBS Fund
                                                                                                                                                                                                  • Business in Global Society
                                                                                                                                                                                                  • Business in Global Society
                                                                                                                                                                                                    • Digital Innovation
                                                                                                                                                                                                    • Digital Innovation
                                                                                                                                                                                                      • Diversity and Equity
                                                                                                                                                                                                      • Diversity and Equity
                                                                                                                                                                                                        • Faculty and Research
                                                                                                                                                                                                        • Faculty and Research
                                                                                                                                                                                                          • Financial Aid
                                                                                                                                                                                                          • Financial Aid
                                                                                                                                                                                                            • HBS-Harvard Collaborations
                                                                                                                                                                                                            • HBS-Harvard Collaborations
                                                                                                                                                                                                              • MBA Program
                                                                                                                                                                                                              • MBA Program
                                                                                                                                                                                                              • Recognizing Our Donors
                                                                                                                                                                                                                • Donor Societies
                                                                                                                                                                                                                • Donor Societies
                                                                                                                                                                                                                  • Report on Giving
                                                                                                                                                                                                                  • Report on Giving
                                                                                                                                                                                                                  • Recognizing Our Donors
                                                                                                                                                                                                                    • Donor Societies
                                                                                                                                                                                                                    • Donor Societies
                                                                                                                                                                                                                      • Report on Giving
                                                                                                                                                                                                                      • Report on Giving
                                                                                                                                                                                                                      • A Tradition of Philanthropy
                                                                                                                                                                                                                      • A Tradition of Philanthropy
                                                                                                                                                                                                                      • How to Give
                                                                                                                                                                                                                        • Ways to Give Today
                                                                                                                                                                                                                        • Ways to Give Today
                                                                                                                                                                                                                          • By Credit Card
                                                                                                                                                                                                                          • By Credit Card
                                                                                                                                                                                                                            • By Check
                                                                                                                                                                                                                            • By Check
                                                                                                                                                                                                                              • By Wire Transfer
                                                                                                                                                                                                                              • By Wire Transfer
                                                                                                                                                                                                                                • With Stock
                                                                                                                                                                                                                                • With Stock
                                                                                                                                                                                                                                  • Donor-Advised Fund
                                                                                                                                                                                                                                  • Donor-Advised Fund
                                                                                                                                                                                                                                    • From Your IRA
                                                                                                                                                                                                                                    • From Your IRA
                                                                                                                                                                                                                                      • International Giving
                                                                                                                                                                                                                                      • International Giving
                                                                                                                                                                                                                                      • Planned Giving
                                                                                                                                                                                                                                      • Planned Giving
                                                                                                                                                                                                                                        • FAQ
                                                                                                                                                                                                                                        • FAQ
                                                                                                                                                                                                                                          • Ways to Give Today
                                                                                                                                                                                                                                          • Ways to Give Today
                                                                                                                                                                                                                                            • By Credit Card
                                                                                                                                                                                                                                            • By Credit Card
                                                                                                                                                                                                                                              • By Check
                                                                                                                                                                                                                                              • By Check
                                                                                                                                                                                                                                                • By Wire Transfer
                                                                                                                                                                                                                                                • By Wire Transfer
                                                                                                                                                                                                                                                  • With Stock
                                                                                                                                                                                                                                                  • With Stock
                                                                                                                                                                                                                                                    • Donor-Advised Fund
                                                                                                                                                                                                                                                    • Donor-Advised Fund
                                                                                                                                                                                                                                                      • From Your IRA
                                                                                                                                                                                                                                                      • From Your IRA
                                                                                                                                                                                                                                                        • International Giving
                                                                                                                                                                                                                                                        • International Giving
                                                                                                                                                                                                                                                        • Planned Giving
                                                                                                                                                                                                                                                        • Planned Giving
                                                                                                                                                                                                                                                          • FAQ
                                                                                                                                                                                                                                                          • FAQ

                                                                                                                                                                                                                                                          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
                                                                                                                                                                                                                                                          Gift Calculator
                                                                                                                                                                                                                                                           

                                                                                                                                                                                                                                                          John C. Whitehead Society

                                                                                                                                                                                                                                                          Recognizing alumni and friends who make planned gifts to HBS
                                                                                                                                                                                                                                                          Learn More

                                                                                                                                                                                                                                                          Let’s Work Together

                                                                                                                                                                                                                                                          Office of Planned Giving
                                                                                                                                                                                                                                                          877.744.7779 (toll free)
                                                                                                                                                                                                                                                          pg@hbs.edu
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                                                                                                                                                                                                                                                          Phone: 1.617.495.6890
                                                                                                                                                                                                                                                          Email: alumni+hbs.edu
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