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) manages the investment of Harvard donor-advised funds.
HMC has significant expertise handling complex assets and charitable gifts for donors.
Let's Work Together
Anne McClintock
Senior Director, Planned Giving
877-448-3864 (toll free)
pg@hbs.edu
pg@hbs.edu