Giving

Donor-Advised Fund

You can simplify your charitable giving by establishing a donor-advised fund at Harvard. This philanthropic vehicle enables you to qualify for an immediate tax deduction and then make grants from your fund to HBS, other Harvard schools, and other charities whenever you wish.

Benefits

An immediate charitable tax deduction for the full amount of your gift
Professional management services provided by Harvard Management Company (HMC) at no cost to you
The opportunity to name your fund for loved ones or to reflect your charitable mission and values

How It Works

A donor-advised fund may be opened with a gift of $1 million or more using a variety of assets, including stock and real estate.
You can direct gifts to any purpose at HBS and other Harvard schools, as well as other charities, as long as Harvard receives at least 50 percent of the income and principal.
You can add to your donor-advised fund at any time.

Expert Financial Management

Harvard Management Company (HMC) administers Harvard donor-advised funds. HMC has significant expertise handling complex assets and charitable gifts for donors.

Let's Work Together

Office of Planned Giving

877.744.7779 (toll free)
pg@hbs.edu

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Alumni

Giving

Donor-Advised Fund

Giving

Donor-Advised Fund

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