On February 6th, Harvard University Planned Giving hosted Harvard alumni and friends at the St. Regis San Francisco for dinner and discussion on family, finance, and philanthropy. After a welcome reception, guests enjoyed dinner and interactive presentations. Karen A. Johnson, senior vice president for estates and special investments at Harvard Management Company, presented on advantageous charitable planning techniques using a wide variety of assets, and Grant H. Whitney, senior associate director of gift planning at Harvard University, followed by leading a conversation on the topics of family wealth and governance.  

A special thanks to our hosts:

  • Laurie R. Green AB ’72, MD ’76
  • Susan G. Kritzik MD ’79 and Bruce J. McAuley MD ’76
  • Melissa J. Ma AB ’92, MBA ’96
  • Barry Murphy AB ’73 and Rosemary Dunbar
  • Michelle S. Sandberg AB ’95 and Marc A. Bodnick AB ’90
  • Bartholomew Voorsanger MArch ’64 and Peggy Loar Voorsanger
  • Amy M. Yin AB ’13

View photos from the event:

Interested in a particular photo included in the album above? Please email Keira Walsh at the University Planned Giving Office to request a copy.

If you would like to discuss gift strategies and/or wealth and family issues, please contact the University Planned Giving team.

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