On February 22, 2017, alumni and friends in the San Francisco area joined the Harvard University Planned Giving team for a Family, Finance, and Philanthropy dinner. Guests were welcomed to the Ritz-Carlton San Francisco by hosts Michael R. Alderete AB ’79 and Joanne Alderete; Winston H. Chen SM ’67, PhD ’70 and Phyllis Huang; Zara Tepper Haimo AB ’68, MBA ’80; and Marc Stad AB ’01 and Elisa H. Stad. The evening kicked off with a cocktail reception. During dinner, Anne McClintock, Executive Director, Harvard University Planned Giving, made a brief presentation on charitable planning ideas, followed by a discussion on family and wealth led by Alasdair Halliday AB '82, Philanthropic Advisor and Director of Principal Gifts.

View photos from the event:

The evening was enjoyed by all with a special thanks to our hosts:

  • Michael R. Alderete AB ’79 and Joanne Alderete
  • Winston H. Chen SM ’67, PhD ’70 and Phyllis Huang
  • Zara Tepper Haimo AB ’68, MBA ’80
  • Marc Stad AB ’01 and Elisa H. Stad

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


To learn more about planned gifts, contact the University Planned Giving team.

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