Giving
Charitable Remainder Trust
A charitable remainder trust (CRT) provides you and/or others a lifetime income, with
HBS receiving the remainder. Administered by Harvard, a CRT is an excellent way to
support your family and leave a legacy at HBS.
Benefits
- Quarterly payments for life to you and/or the people you choose
- Charitable income tax deduction
- Avoid capital gains tax
- Gift and estate tax savings
- Your trust can be invested with the Harvard endowment or tax efficient options
- Expert management services provided at no cost
- Your class receives credit for the full amount of your gift
- Membership in the John C. Whitehead Society
How it Works
- You can create a CRT with stock, cash, real estate, or other assets. Depending on your age, the minimum gift ranges from $150,000 to $250,000.
- Harvard pays you a percentage of the trust’s value, and your payments rise or fall based on the trust’s market performance.
- At the end of the trust term, HBS receives the remainder and will use it for the purpose(s) you specified.
- You can name non-Harvard charities—or even your family foundation or donor-advised fund—as charitable remainder beneficiaries as long as Harvard receives at least $150,000 but not less than 50 percent of the remainder.
Use our gift calculator to see how a CRT can work for you
John C. Whitehead Society
Recognizing alumni and friends who make planned gifts to HBS
Donor Stories
Christopher Harland (MBA 1984)
Christopher Harland established a charitable remainder trust to help HBS maintain
its excellence and attract the most talented faculty and students.
Kurt (MBA 1967) & Louise Wulff
Establishing a charitable remainder trust enabled Kurt and Louise Wulff to fulfill
their long-term financial and philanthropic goals.