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Giving

Retirement Plan or Life Insurance

  • 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

                                                                                                                                                                                                                                                          Retirement Plan or Life Insurance

                                                                                                                                                                                                                                                          To name HBS as a beneficiary of your retirement plan or life insurance policy, contact the administrator of the plan or policy to request a Change of Beneficiary form.
                                                                                                                                                                                                                                                          Retirement Plan
                                                                                                                                                                                                                                                          Retirement accounts are typically the most highly taxed assets—subject to both estate and income taxes. HBS is a tax-exempt institution, so when you name it as a beneficiary of a qualified retirement plan, the School receives these assets tax-free. You can name HBS as a sole or partial beneficiary of your IRA, 401(k), 403(b), Keogh, or profit-sharing plan.
                                                                                                                                                                                                                                                          Life Insurance
                                                                                                                                                                                                                                                          If you have more life insurance coverage than you need, you may consider giving HBS a paid-up policy now. By transferring the ownership of your policy to the School, you receive a charitable income tax deduction equal to the policy’s cash surrender value or cost basis (whichever is less). Or you can name HBS as the beneficiary of your life insurance policy to benefit the School at your passing.
                                                                                                                                                                                                                                                          Benefits
                                                                                                                                                                                                                                                          • May help reduce your income and estate taxes
                                                                                                                                                                                                                                                          • Doesn’t change your current cash flow or financial planning
                                                                                                                                                                                                                                                          • Membership in the John C. Whitehead Society
                                                                                                                                                                                                                                                          How it Works
                                                                                                                                                                                                                                                          To name HBS as a beneficiary of your retirement plan, contact your plan administrator to request a Change of Beneficiary form. Harvard’s tax identification number (EIN) is 04-2013580.

                                                                                                                                                                                                                                                          John C. Whitehead Society

                                                                                                                                                                                                                                                          Recognizing alumni and friends who make planned gifts to HBS
                                                                                                                                                                                                                                                          Learn More

                                                                                                                                                                                                                                                          Let's Work Together

                                                                                                                                                                                                                                                          Office of Planned Giving
                                                                                                                                                                                                                                                          877.744.7779 (toll free)
                                                                                                                                                                                                                                                          pg@hbs.edu
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                                                                                                                                                                                                                                                          Phone: 1.617.495.6890
                                                                                                                                                                                                                                                          Email: alumni+hbs.edu
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