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Giving

Planned 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

                                                                                                                              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

                                                                                                                                                                                                                                                          Planned Giving

                                                                                                                                                                                                                                                          Leave a Legacy

                                                                                                                                                                                                                                                          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.
                                                                                                                                                                                                                                                          Wills and Estate Plans
                                                                                                                                                                                                                                                          Bequest
                                                                                                                                                                                                                                                          Including HBS in your will is an easy way to leave a legacy at the School.
                                                                                                                                                                                                                                                          Retirement Plan or Life Insurance
                                                                                                                                                                                                                                                          Naming HBS as a beneficiary of a life insurance policy or retirement plan, such as a 401(k) or IRA, is a tax-efficient way to support the School.
                                                                                                                                                                                                                                                          Gifts That Provide for You and Others
                                                                                                                                                                                                                                                          Charitable Gift Annuity
                                                                                                                                                                                                                                                          A CGA provides secure, fixed payments for life to one or two individuals you choose, and ultimately supports the HBS purpose you specify.
                                                                                                                                                                                                                                                          Charitable Remainder Trust
                                                                                                                                                                                                                                                          With a CRT, Harvard pays you and/or others you choose variable income for life, and uses the remainder as you directed.
                                                                                                                                                                                                                                                          Charitable Lead Trust
                                                                                                                                                                                                                                                          A CLT enables you to support HBS and transfer assets to children or other heirs at a reduced tax cost.
                                                                                                                                                                                                                                                          Gifts of Assets
                                                                                                                                                                                                                                                          Complex Assets
                                                                                                                                                                                                                                                          Tangible personal property (e.g. artwork or jewelry), private-company stock, pre-IPO shares, private equity, and hedge fund investments may be used to make a gift.
                                                                                                                                                                                                                                                          Real Estate
                                                                                                                                                                                                                                                          You can use real estate that you no longer need or enjoy, such as a personal residence, vacation home, or commercial property, to support HBS.
                                                                                                                                                                                                                                                          Simplify Your Philanthropy
                                                                                                                                                                                                                                                          Donor-Advised Fund
                                                                                                                                                                                                                                                          Establishing a donor-advised fund at Harvard can help you achieve your philanthropic goals for HBS, as well as other charities.

                                                                                                                                                                                                                                                          Learn how to make a gift to HBS from your existing donor-advised fund.

                                                                                                                                                                                                                                                          John C. Whitehead Society

                                                                                                                                                                                                                                                          Recognizing alumni and friends who make planned gifts to HBS
                                                                                                                                                                                                                                                          Learn More
                                                                                                                                                                                                                                                          The Power of Planned Gifts
                                                                                                                                                                                                                                                          Showing Appreciation

                                                                                                                                                                                                                                                          Showing Appreciation

                                                                                                                                                                                                                                                          Charles P. Waite (MBA 1959) credited HBS with changing the course of his life and, in appreciation, left a lasting legacy at the School.
                                                                                                                                                                                                                                                          Sustaining Excellence
                                                                                                                                                                                                                                                          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.

                                                                                                                                                                                                                                                          Let's Work Together

                                                                                                                                                                                                                                                          Anne McClintock
                                                                                                                                                                                                                                                          Senior Director, Planned Giving
                                                                                                                                                                                                                                                          877.448.3864 (toll free)
                                                                                                                                                                                                                                                          pg@hbs.edu

                                                                                                                                                                                                                                                          FAQ

                                                                                                                                                                                                                                                          What is planned giving?
                                                                                                                                                                                                                                                          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.
                                                                                                                                                                                                                                                          What is the School’s Federal Tax Identification Number?
                                                                                                                                                                                                                                                          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.
                                                                                                                                                                                                                                                          How can I let HBS know that I’ve included the School in my will?
                                                                                                                                                                                                                                                          Contact the HBS Development Office at pg@hbs.edu or 877.448.3864. We would be pleased to learn more about your bequest intention and thank you with membership in the John C. Whitehead Society.
                                                                                                                                                                                                                                                          What is the John C. Whitehead Society?
                                                                                                                                                                                                                                                          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.
                                                                                                                                                                                                                                                          How old do I need to be to make a planned gift?
                                                                                                                                                                                                                                                          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.
                                                                                                                                                                                                                                                          Is there a minimum amount to make a planned gift?
                                                                                                                                                                                                                                                          While some types of planned gifts require a minimum amount, you can include a gift of any amount in your will.
                                                                                                                                                                                                                                                          Do you have suggested bequest language that I can share with my attorney?
                                                                                                                                                                                                                                                          You can find suggested bequest language to include in your will on our website or contact the HBS Development Office at pg@hbs.edu or 877.448.3864 for help in crafting language that reflects your wishes and makes a lasting difference at HBS.
                                                                                                                                                                                                                                                          Who should an executor or an attorney representing an estate in probate contact?
                                                                                                                                                                                                                                                          Please contact the Trust Administration team within Harvard’s Alumni and Development Services Department at donorestates@harvard.edu.
                                                                                                                                                                                                                                                          More Frequently Asked Questions
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