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.

"A View to the Future" Meeting and Program

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 program, honors alumni and friends who have provided for the University in their charitable plans.Last year's program was held on Tuesday, October 26, 2021 via Zoom Webinar. Please check back for a copy of the recording. 

"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. Please check back for additional dates. 

Format  Date Time (ET)
Virtual  1/19/2022 2:00-3:00 p.m.
Virtual 2/16/2022 12:00-1:00 p.m.
Virtual 2/24/2022 2:00-3:00 p.m.
Virtual 3/10/2022 12:00-1:00 p.m.
Virtual 3/22/2022 2:00-3:00 p.m.


Alasdair H. Halliday AB '82

Director, University Planned Giving

As Harvard’s philanthropic advisor, 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. Together with Anne McClintock, Mr. Halliday cowrote a chapter entitled “How Can You Encourage Generosity in Your Family?” for the book Wealth of Wisdom: The Top 50 Questions Families Ask, published in 2018. 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, 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.

Jane E. Verrill

Senior Associate Director, Harvard University Planned Giving

Jane Verrill joined the Harvard University Planned Giving team in the fall of 2006. In her current role as senior associate director, Ms. Verrill serves as a charitable gift planning specialist and helps alumni and friends of Harvard create optimal gift arrangements that benefit themselves, their family, Harvard, and other charitable organizations. Before joining University Planned Giving, she worked in the financial industry at Fidelity Investments and Investors Bank and Trust. She holds a BS in finance and marketing from the University of New Hampshire. Among Ms. Verrill's many interests are skiing, tennis, traveling, and searching for the best lobster roll on the coast of Maine.

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

Contact University Planned Giving

Please contact our office for information on gift strategies that can help you support Harvard’s teaching and research and provide significant benefits to you and your family. 

124 Mount Auburn Street
Cambridge, MA 02138
Phone: 800-446-1277 
or 617-495-4647
Fax: 617-495-8130
Email: pgo@harvard.edu
Tax I.D. #: ‌04‑210‑3580

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Gift Strategies

Gift Strategies Spring 2022 PDF

Planned Giving Information

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The ninth edition of The Harvard Manual on Tax Aspects of Charitable Giving, written by Carolyn Osteen and Martin Hall of Ropes & Gray, LLP is available. Order your copy today.