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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. View Details
Keywords: Business Organization; Philanthropy and Charitable Giving; Taxation; Business or Company Management
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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. View Details
Keywords: Financial Instruments
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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... View Details
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
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  • 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... View Details
Keywords: Charitable Giving; Tax Accounting; Tax Strategy; Charity; Charitable Lead Trusts; Charitable Remainder Trusts; Public Charities; Foundations; Donor-Advised Funds; Pooled Income Funds; Taxation; Philanthropy and Charitable Giving; United States
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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... View Details
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... View Details
Keywords: Family Office; Second-generation; Third-generation; Investments; Philanthropy; Family Business; Investment; Finance; Financial Markets; Philanthropy and Charitable Giving; Saudi Arabia; Middle East
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  • 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... View Details
Keywords: Capital Markets; Microfinance; Investment Funds; Philanthropy and Charitable Giving; Emerging Markets; Social Enterprise; Financial Services Industry
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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... View Details
Keywords: Carmen Nobel & Sean Silverthorne
  • 25 Jun 2007
  • Research & Ideas

HBS Cases: Beauty Entrepreneur Madam Walker

ashamed of my humble beginning. Don't think because you have to go down in the wash-tub that you are any less a lady!" "She Found A Way" Koehn landed on the story almost by accident while researching her 2001 book, Brand New: How Entrepreneurs Earned... View Details
Keywords: by Martha Lagace; Beauty & Cosmetics
  • 15 Apr 2014
  • First Look

First Look: April 15

control the timing and recipients of their charitable contributions. White must consider the objectives of these families in the context of several charitable giving vehicles, including Public Charities,... View Details
Keywords: Sean Silverthorne
  • 13 Dec 2011
  • First Look

First Look: Dec. 13

Power: Norway and International Cartels and Trusts, 1919-1939 Authors:Pal Thonstad Sandvik and Espen Storli Publication:Scandinavian Economic History Review 59, no. 3 (2011) Abstract The article examines the relationship between the Norwegian State and international... View Details
Keywords: Sean Silverthorne
  • 02 Jun 2009
  • First Look

First Look: June 2, 2009

  Working PapersTruth in Giving: Experimental Evidence on the Welfare Effects of Informed Giving to the Poor Authors:Christina Fong and Felix Oberholzer-Gee Abstract It is often difficult for donors to predict the value of charitable... View Details
Keywords: Martha Lagace
  • 05 Dec 2012
  • What Do You Think?

Should Managers Bother Listening to Predictions?

that we have invested in significantly to understand deeply I'll trust our predictions. And I'll trust the prediction more if it's (from) someone who has an unbiased 3rd party interest in the outcome."... View Details
Keywords: by James Heskett
  • 18 Sep 2000
  • Research & Ideas

Getting It Done: Improving Nonprofit Performance

few years, venture philanthropy's overall impact is quite limited. On another front, The Pew Charitable Trusts undertook a new approach in 1997 by creating the Philadelphia Cultural Leadership Program, which... View Details
Keywords: by James E. Aisner
  • 11 Jan 2016
  • Research & Ideas

Is Group Loyalty a Force for Good or Evil?

financial chicanery or unethical dealings. “Often what you are trying to do is create a sense of loyalty or trust in the firm, but that can make people so loyal that when they see something wrong they don’t bring it up” That dichotomy... View Details
Keywords: by Michael Blanding
  • 08 Jul 2008
  • First Look

First Look: July 8, 2008

that on average its selections generated abnormal returns of 2.7% at the recommendation announcement and 4.5% for the remainder of the year. This performance cannot be explained by changes in analyst recommendations and/or target prices... View Details
Keywords: Martha Lagace
  • 20 Mar 2013
  • Research & Ideas

How CEOs Sustain Higher-Ambition Goals

participants have led higher-ambition efforts at their companies for years. Office supply company United Stationers started a foundation to connect employees with charitable activities, including raising money for a children's hospital... View Details
Keywords: by Dina Gerdeman
  • 19 Dec 2017
  • First Look

New Research and Ideas, December 19, 2017

but also decreased trust in electoral institutions after the election, a decrease that was stronger in areas that experienced election-related violence as well as with individuals on the losing side of the election. The mobilization... View Details
Keywords: Carmen Nobel
  • 12 Dec 2006
  • First Look

First Look: December 12, 2006

accountability, or group norms; their long-standing relationships and trust help them make an impact very quickly. Of course, the process is not without risks: A failed lift out can lead to loss of money, opportunity, credibility, and... View Details
Keywords: Martha Lagace
  • 24 Apr 2020
  • Op-Ed

Lessons from the NFL: Virtual Hiring, Leadership, Building Teams and COVID-19

that they represent on-field leadership in an offence driven league, managers and coaches account for more than half the explained variance. More than 60 percent of starting quarterbacks during the 2019 season were acquired by their current teams through the draft; the... View Details
Keywords: by Sarah Abbott , Boris Groysberg, Tali Groysberg, and Abhijit Naik; Sports

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