Harvard alumni and friends gathered at the Four Seasons Hotel in San Francisco on February 26 to explore family, finance, and philanthropy in an interactive session.
View photos from the event:
The Harvard University Planned Giving event "Family, Finance, and Philanthropy" featured a welcome reception, dinner, and presentations. Event host Claude Tolbert AB '94 welcomed guests and spoke about the importance of Harvard and the "Harvard family." Alasdair Halliday AB '82, philanthropic advisor and director of principal gifts, encouraged the crowd to consider what it means to talk about money and their families' financial futures. Ted Mills JD '93, director of gift planning for Harvard Business School, shared his toolkit of techniques that donors and their families can use to support causes that matter most to them. Jennifer Pline, managing director of Trusts and Gifts, Harvard Management Company (HMC), discussed HMC's innovative approach and world-class management of the Harvard endowment. Event host Mark Bregman AB '78 capped the evening with closing remarks.
A sincere thank you to the event hosts. "Family, Finance, and Philanthropy" in San Francisco was hosted by University Planned Giving together with:
- Mark F. Bregman AB '78
- John H. N. Fisher AB '81, MBA '91 and Jennifer Caldwell
- Claude T. Tolbert III AB '94
If you would like to receive a copy of a particular photo included in our photo album, please email Ernesto Fernandez in the University Planned Giving Office.
To learn more about planned gifts, contact the University Planned Giving team.