Planned Giving

Recent News

New Edition of The Harvard Manual on Tax Aspects of Charitable Giving

We are pleased to announce that the ninth edition of The Harvard Manual on Tax Aspects of Charitable Giving, written by Carolyn Osteen and Martin Hall of Ropes and Gray, is now available. Order your copy today.

The current $5 million ($10 million per couple) gift and generation-skipping tax exclusion set to expire on December 31, 2012.

The five-fold increase in the exclusion combined with current low interest rates make this the best time ever to use a charitable lead trust for financial and estate planning.

Read more on charitable lead trusts


Benefits of Planned Gifts

By making a planned gift, you can make a significant gift to Harvard to address some of the world's most pressing issues through cutting-edge research and the education of tomorrow's leaders—and gain financial and tax benefits for you and your family.

There are several types of gifts that first pay income to you and your family and then help Harvard. These also can enable you to dispose of illiquid assets in exchange for income and tax benefits. The lead trust is a gift arrangement that can help you transfer wealth to the next generation in a tax-efficient manner.

Featured Stories

Shells

Unusual Assets: Rare Shell Collection Given to Harvard
Harvard planned gifts come in all shapes and sizes, from traditional gifts in the form of funds to more unusual assets, such as real estate, art, and even mollusks.   Read more...

Jane Mendillo

Mendillo Highlights Endowment Success and Outlines Priorities for the Coming Year
“Our mission and Harvard’s are inextricably linked,” said Jane Mendillo, president and chief executive officer of Harvard Management Company (HMC).   Read more...

Wong and Yip

Best Supporting Role: Harvard Couple Uses Lead Trust to Support Harvard Film Archive and Future Generations
The one course that economics concentrator David Wong AB ’85 and comparative literature concentrator June Yip AB ’85 took together at Harvard was a class on Japanese cinema.   Read more...

Harvard Management Company

Jane Mendillo

Harvard Management Company (HMC), a wholly owned subsidiary of Harvard University, was founded in 1974 to manage the University's endowment, pension assets, working capital, and deferred giving accounts. HMC is governed by a board of directors that is appointed by the President and Fellows of Harvard College, known as the Corporation. Jane Mendillo is President and CEO of Harvard Management Company and Jennifer Pline is the managing director of Trusts and Gifts.