Events

Each year University Planned Giving (UPG) offers alumni and friends the chance to attend interactive presentations on the topics of family wealth and governance, the Harvard endowment, and charitable planning techniques that can benefit you and your family and help you meet your philanthropic goals. UPG also hosts a meeting with Harvard Management Company, followed by a celebratory luncheon honoring alumni and friends who have provided for the University in their charitable plans.  If you're interested in attending, scroll down for more detailed information.

Events

"A View to the Future" Meeting and Luncheon

Each year, Harvard University Planned Giving invites alumni and friends to attend "A View to the Future." The event, which includes a meeting with the Harvard Management Company and a celebratory luncheon, honors alumni and friends who have provided for the University in their charitable plans. The 2018 event was held on Thursday, October 25 at the Harvard Club of New York City.

"Family, Finance, and Philanthropy" Events

Each year, University Planned Giving offers alumni and friends the opportunity to attend interactive presentations on the topics of family wealth and governance, the Harvard endowment, and charitable planning techniques that can benefit you and your family.

EVENT SPEAKERS

Alasdair H. Halliday AB '82, Philanthropic Advisor and Director of Principal Gifts, University Planned Giving

As Harvard’s philanthropic advisor and director of principal gifts, Alasdair Halliday assists individuals and families with issues at the intersection of family and wealth. A frequent speaker on these issues, he has trained extensively in family systems theory and worked closely with Charles Collier, a pioneer in the field. Mr. Halliday is also a charitable tax planning specialist. Before joining the Harvard staff in 2004, Mr. Halliday was at Monitor Company, consulting to Fortune 500 clients on strategy and finance and working in Monitor’s Asset Management Group. He holds a degree in economics from Harvard College.

Anne McClintock, Executive Director of Harvard University Planned Giving

Anne McClintock is executive director of University Planned Giving at Harvard. As a charitable gift planning specialist for over 25 years, Ms. McClintock has helped donors establish optimal gift arrangements for themselves and Harvard. She also enjoys the privilege of helping individuals grapple with the complexities associated with wealth and legacy. Prior to joining the University, Ms. McClintock developed financing packages for corporations as a loan officer at Bank of Boston (now part of Bank of America). She is a past president of the executive board of the Planned Giving Group of New England, has spoken widely about planned giving, and has served as a consultant to several nonprofit organizations. Ms. McClintock holds an AB in economics from Smith College.

UPCOMING EVENTS:

• Family, Finance, and Philanthropy in Chicago: November 14, 2019
• Family, Finance, and Philanthropy in Seattle: February 4, 2020
• Family, Finance, and Philanthropy in San Francisco: February 6, 2020
• Family, Finance, and Philanthropy in New York: April 7, 2020

For more information regarding these events, please contact University Planned Giving.