Planned Giving Banner

What is Planned Giving?

Planned Giving 

Planned Giving is a process of charitable, legal, financial, and tax planning that enhances your philanthropy and enables you to address other financial and estate planning issues while making a gift.

Planned gifts include life income plans (pooled income funds, annuities, and remainder trusts), as well as lead trusts, bequests, real estate, tangible personal property, closely held stock, life insurance, and gifts of a remainder interest in a home. Each gift option offers various benefits. The Planned Giving Office will be happy to assist you in exploring the various options and your personal benefits.

Common Questions

To learn more about the fundamentals of planned giving, please read the answers to some of these common questions.
 

Questions to Ask Yourself

If you are considering making a planned gift to Harvard Law School, here are some key questions to ask yourself.

Last modified: February 24, 2014

© 2014 The President and Fellows of Harvard College. All rights reserved.