Whatever your stage of life, we are here to help in your financial, planning, and philanthropic journey. Please enjoy the resources below and check back often, as new resources and publications will be added as they become available.
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Tax Identification Number
Harvard University's Tax ID number is 04-2103580.
Wealth in Families
To learn more about managing family wealth, order Wealth In Families, a book by the late Charles W. Collier, a pioneering senior philanthropic advisor at Harvard. Many find this book to be a helpful resource with their own planning. Wealth In Families addresses many questions important to wealthy families, including ways to teach values to your family through philanthropy.
To order a copy of Wealth In Families, please fill out our online form.
Webinars
Learn how philanthropy can play a strategic role in financial planning through our March 2025 webinar “Wealth Planning and Philanthropy in Uncertain Markets,” featuring Damon Welchel, chief investment officer at TIAA Kaspick,
Tara Goodman, JD, executive director of Harvard Gift Planning, and Alasdair H. Halliday AB ’82, director of Harvard Gift Planning.