Giving
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.
John C. Whitehead Society
Recognizing alumni and friends who make planned gifts to HBS
The Power of Planned Gifts
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
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 of Development, Planned Giving
Senior Director of Development, Planned Giving
877-448-3864 (toll free)
pg@hbs.edu
pg@hbs.edu
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.
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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.
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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 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.
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Please contact the Trust Administration team within Harvard’s Alumni and Development Services Department at donorestates@harvard.edu.
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Guidelines for payments differ for reunion and non-reunion (annual giving) pledges.
- Reunion Pledges:For the reunion campaigns concluding on December 31, 2024 (MBA 1998, 1993, 1988, 1983, 1978): Pledges must be made by December 31, 2024, and should be fulfilled by June 30, 2025.
For all other reunion campaigns: Pledges must be made by June 30 following the reunion and should be fulfilled by the following December 31. - Non-Reunion (Annual Giving) Pledges:Pledges must be paid by the end of the fiscal year, June 30, to be counted in that year’s giving totals and listed in HBS's annual Report on Giving.
For questions about an existing pledge or to customize your pledge fulfillment schedule, please contact HBS Gift Management at gifts@hbs.edu or 617.495.6207.