Planned Giving

The gift calculator below will allow you to test out different planned giving scenarios. Click on “Personalize This Diagram” to choose the gift type you…

Giving More for Less Gifts of appreciated securities are appealing because they reduce the cost of your gift by between 15% and 20%, depending on…

What is a Charitable Lead Trust? Charitable lead trusts distribute an annual percentage amount to HLS for a term of years, typically 10 to 20…

What is a Charitable Remainder Trust? Charitable remainder trusts are tax-free trusts that pay you – as well as other possible designated beneficiaries – an…

What is a Gift Annuity? A gift annuity is an irrevocable contract in which Harvard promises to pay you a certain sum annually in exchange…

Assets and Timing Often, the choice of assets and giving strategy will determine the timing of your gift. Blended gifts typically combine the enjoyment of…

A smart annual gift, a special one-time option. If you are 70.5 years old or over, a qualified charitable distribution (QCD) directly from your IRA…

Spring 2021 Issue of Making a Difference Making a Difference is an annual newsletter from Harvard Law School’s Planned Giving Department, and features stories, news, and information…

“Planned giving is our opportunity to give the next generation the same outstanding legal education we had.” – Thomas M. Lamberti ’57 How does planned…