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- Faculty Publications (6)
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- April 2000 (Revised August 2005)
- Background Note
Charitable Lead & Remainder Trusts
By: Henry B. Reiling and Catherine M. Conneely
Discusses the concept of charitable lead and charitable remainder trusts, some of their mechanics, and typical circumstances in which they are used.
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- March 1998 (Revised April 1998)
- Background Note
Charitable Trusts
By: Henry B. Reiling
Discusses the concept of charitable lead and charitable remainder trusts, some of their mechanics, and typical circumstances in which they are used.
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Keywords:
Financial Instruments
Reiling, Henry B. "Charitable Trusts." Harvard Business School Background Note 298-096, March 1998. (Revised April 1998.)
- December 2013
- Teaching Note
Choosing a Charitable Giving Vehicle
By: Robert C. Pozen, Mayur Desai and Maura A. Graul
Elaine White is an accountant advising two couples, the Carsons and Bradleys, regarding their charitable giving options and related tax strategies. The Carsons are an upper-middle class family with $295,000 in income, a moderate amount of deductions, and...
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- December 2013 (Revised June 2014)
- Case
Choosing a Charitable Giving Vehicle
By: Robert C. Pozen, Mayur Desai and Maura A. Graul
Elaine White is an accountant advising two couples, the Carsons and the Bradleys, regarding their charitable giving options and related tax strategies. The Carsons are an upper-middle class family with $295,000 in income, a moderate amount of deductions, and...
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Keywords:
Charitable Giving;
Tax Accounting;
Tax Strategy;
Public Charities;
Foundations;
Charity;
Charitable Remainder Trusts;
Charitable Lead Trusts;
Donor-Advised Funds;
Pooled Income Funds;
Taxation;
Philanthropy and Charitable Giving;
United States
Pozen, Robert C., Mayur Desai, and Maura A. Graul. "Choosing a Charitable Giving Vehicle." Harvard Business School Case 314-073, December 2013. (Revised June 2014.)
- 01 Mar 2013
- News
HBS alumnus Philip Rettger on partnering with the Harvard endowment
Philip Rettger (MBA 1985) has focused his career on renewable and sustainable energy. "While none of us knows what the future will offer for investment returns, I am pleased that the charitable remainder...
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- 03 Apr 2018
- First Look
New Research and Ideas, April 3, 2018
working paper: https://www.hbs.edu/faculty/Pages/item.aspx?num=53681 Surfacing the Submerged State: Operational Transparency Increases Trust in and Engagement with Government By: Buell, Ryan W., Ethan Porter, and Michael I. Norton...
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Keywords:
Sean Silverthorne
- September 2021
- Case
Ensuring Your Family’s Future: The Alagil Family Office
By: Lauren Cohen, Esel Çekin and Fares Khrais
Muhammad Alagil was a second-generation leader in the well-known Alagil Family Group of businesses in Saudi Arabia and co-founder and chairman of its family office, Jarir Company for Commercial Investments (Jarir Investments). The case opens in 2021 with Alagil...
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Keywords:
Family Office;
Second-generation;
Third-generation;
Investments;
Philanthropy;
Family Business;
Investment;
Finance;
Financial Markets;
Philanthropy and Charitable Giving;
Saudi Arabia;
Middle East
Cohen, Lauren, Esel Çekin, and Fares Khrais. "Ensuring Your Family’s Future: The Alagil Family Office." Harvard Business School Case 222-034, September 2021.
- January 2007 (Revised October 2007)
- Case
The Omidyar-Tufts Microfinance Fund: Striving to Reshape the Social Enterprise Capital Markets
By: Michael Chu and Jean Hazell
Seeking to impact global poverty and philanthropy, eBay founder Pierre Omidyar donates $100 million to Tufts University for a trust restricted to investment in microfinance. Explores the origins of the initiative, the perspectives and objectives of the various parties...
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Keywords:
Capital Markets;
Microfinance;
Investment Funds;
Philanthropy and Charitable Giving;
Emerging Markets;
Social Enterprise;
Financial Services Industry
Chu, Michael, and Jean Hazell. "The Omidyar-Tufts Microfinance Fund: Striving to Reshape the Social Enterprise Capital Markets." Harvard Business School Case 307-078, January 2007. (Revised October 2007.)
- Web
Planned Giving - Alumni
provides secure, fixed payments for life to one or two people, and will ultimately support the HBS purpose you specify. To learn how to do this through your IRA, please contact us (see below). Charitable View Details
- Web
Faculty & Advisors - MBA
founder of Astounding HealthTech Advisory Services and serves a trusted advisor and experienced thought partner to senior R&D leaders as they work through the challenges of effectively leveraging emerging digital and data opportunities in...
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- Web
Giving - Alumni
contact: Alumni and Development Services - Trust Administration 866.845.6596 donorsecuritygifts@harvard.edu When giving long-term appreciated stock to HBS, donors may take a charitable income tax deduction...
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- Web
Help - Alumni
reunion or later. How do I take advantage of my company's matching gift program? Please use our online search tool or contact your company's human resources office to find out if your employer matches charitable gifts and to learn the...
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- Web
Ways to Give Today - Alumni
name, degree/year, and intended gift purpose (fund name) Stock Transfer When giving long-term appreciated stock to HBS, donors may take a charitable income tax deduction for its mean fair market value on the date of the gift and avoid...
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- Web
Named Fellowship Funds - Alumni
an interest in finance. HBS Association of Hong Kong Andy Choa (MBA 1951) Scholarship The HBSA-HK Educational Trust established the Andy Choa Scholarship for deserving leaders from Hong Kong's charitable and...
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- Web
FAQ - Alumni
office to find out if your employer matches charitable gifts and to learn about associated policies and procedures. If you have questions, call Harvard Alumni and Development Services at 617.495.1750 or email ads@harvard.edu. Please send...
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- Web
Redefining Capitalism - Institute For Strategy And Competitiveness
Redefining Capitalism The loss of public trust in business—and the corresponding rise in government policies and practices that hamper competitiveness and sap economic growth—are rooted in a narrow definition of capitalism whose time has...
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- 23 Mar 2023
- News
Winners Crowned in 2023 Alumni New Venture Competition
Alumni-founded startups M7 Health and Hue came out victorious in the 2023 Alumni New Venture Competition on Thursday, winning the Grand Prize and Runner Up awards respectively in an impressive field of eight global regional winners. During the virtual, live...
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- 15 Sep 2017
- News
Christopher Harland (MBA 1984)
empower the dean to decide how my trust can best be used to help the School remain at the forefront of management education,” he explains. Learn how a charitable remainder...
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- 21 Apr 2015
- First Look
First Look: April 21
Stella McCartney's achievement in fashion and social awareness has been recognized on many occasions, and her commitment to sustainability is present throughout all her collections and numerous environmental and charitable initiatives. As...
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Keywords:
Carmen Nobel & Sean Silverthorne
- 16 Dec 2016
- News
Kurt (MBA 1967) and Louise Wulff
commitment to the School by establishing a charitable remainder trust. The trust will support HBS, as well as his undergraduate college and high school. “Each school played a...
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