Giving
Planned Giving
Maximize Your Philanthropic Impact
Through planned giving, you can use a variety of strategies and assets to support
HBS during your lifetime or at your passing, while also fulfilling your financial
planning goals.
John C. Whitehead Society
Recognizing alumni and friends who make planned gifts to HBS
The Power of Planned Gifts

Showing Appreciation
Suzanne Battit (MBA 1992) included HBS in her will to show appreciation for the education,
friendships, and springboard to a great career that HBS provided.
Sustaining Excellence
Learn how planned gifts—from alumni across generations—play a vital role in sustaining
the School’s excellence in teaching, research, and practice.
FAQ
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Planned giving encompasses a variety of strategies that enable you to support HBS during your lifetime or at your passing, while also fulfilling your tax, estate, and/or financial planning goals.
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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. -
Contact HBS’s Office of Planned Giving at pg@hbs.edu or 877.744.7779. We would be pleased to learn more about your bequest intention and thank you with membership in the John C. Whitehead Society.
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The Society recognizes alumni and friends who make planned gifts to HBS. It was named in honor of the late John C. Whitehead (MBA 1947), a visionary business leader, government official, and philanthropist.
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It is never too early to plan for the future. HBS’s planned giving donors include alumni from every decade. While some types of planned gifts have a minimum age, you can include HBS in your will at any time.
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While some types of planned gifts require a minimum amount, you can include a gift of any amount in your will.
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You can find suggested bequest language to include in your will on our website or contact the HBS Office of Planned Giving at pg@hbs.edu or 877.744.7779 for help in crafting language that reflects your wishes and makes a lasting difference at HBS.
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Harvard Management Company (HMC) administers estates in probate. Please contact HMC’s Trusts and Gifts Department at donor_relations@hmc.harvard.edu or 617.523.4400.