01 Dec 2012
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HBS Gift Planning


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FAQ

Are there any planned gifts that can help meet current funding needs?

Although planned gifts are frequently used to establish a future endowment, a charitable lead trust is one type of planned gift that provides current funding for HBS. A charitable lead trust is also a great way to provide for family in the future. Under current IRS valuation methods, the portion of a charitable lead trust gift that will be transferred to family can be discounted, meaning that significant gifts can be made with little or no gift and estate tax consequences.

For Planned Giving inquiries, please contact: Ted Mills; Director, Gift Planning; 617.495.5218; emills@hbs.edu

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