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Giving

Planned Giving

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                                      • FAQ

                                      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.
                                      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.

                                      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

                                      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.
                                      Video Embed
                                      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

                                      Office of Planned Giving
                                      877.744.7779 (toll free)
                                      pg@hbs.edu

                                      Request More Information
                                      Request More Information

                                      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 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.
                                      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 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.
                                      Who should an executor or an attorney representing an estate in probate contact?
                                      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.
                                      More Frequently Asked Questions
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