Giving
Complex Assets
Using assets besides cash to support HBS may offer greater tax benefits and enable
you to make a larger gift.
How it Works
Gifts of complex assets include:
- Tangible personal property (e.g. artwork or jewelry)
- Private company stock
- Restricted stock
- LLC and limited partnership interests
- Private equity, venture and hedge fund investments
- Pre-IPO shares
If you are interested in donating complex assets to HBS, please contact the Office
of Planned Giving. Working with you and your advisor, our team will review issues
such as timing, taxes, and potential risks to determine if HBS can accept your gift.
Benefits
- May help reduce your income and capital gain taxes
- Removes the asset from your taxable estate
- Your class receives credit for the appraised value of the asset