Publications

Publications

Filter Results: (19) Arrow Down

Show Results For

Page 1 of 19 Results
  • Web

Donor-Advised Fund - Alumni

Giving Donor-Advised Fund Giving Donor-Advised Fund You can simplify your charitable giving by establishing a View Details

    How Donor-Advised Funds Can Amp Up Their Giving Power

    Vikram Gandhi, a former Wall Street investment banker who now teaches a course at Harvard Business School that focuses on return, risk and impact investing, also sees investment opportunities for DAFs that go well beyond the usual ESG funds. View Details
    • 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
    Related
    • 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
    Related
    • August 2003 (Revised December 2004)
    • Case

    Peninsula Community Foundation

    By: James E. Austin, Jane Wei-Skillern and Alison Berkley Wagonfeld
    After leading the Peninsula Community Foundation (PCF) through a period of tremendous growth, its president, Sterling Speirn, is facing the prospect of a decline in the foundation's asset base for the first time in the foundation's history. In addition, the fact that... View Details
    Keywords: Philanthropy and Charitable Giving; Product Positioning; Planning; Alliances; Opportunities; Nonprofit Organizations; Valuation; Financial Services Industry
    Related
    • 2025
    • Working Paper

    Tax Elasticities of Top Donors: Evidence from Family Foundations

    By: Simon Essig Aberg
    High net-worth donors who give through a family foundation or donor-advised fund constitute the fastest growing segment of charitable giving in the United States. Using a novel database of foundation tax filings, I document facts about top donors, estimate how they... View Details
    Keywords: Philanthropy and Charitable Giving; Taxation; Motivation and Incentives
    Related
    • Web

    Giving - Alumni

    field immersions give students insights into global business. Read stories Ways to Give There are many ways to show your support—and have a far-reaching impact. By Credit Card By Check By Wire Transfer With Stock Donor-Advised View Details
    • Web

    Ways to Give Today - Alumni

    Fund There are two ways you can make a gift through your donor-advised fund: Support HBS now by recommending a grant to Harvard Business School (legal name: “President and Fellows of Harvard College”).... View Details
    • Web

    Planned Giving - Alumni

    and hedge fund investments may be used to make a gift. Real Estate You can use real estate that you no longer need or enjoy, such as a personal residence, vacation home, or commercial property, to support HBS. Simplify Your Philanthropy... View Details
    • Web

    Student Research - Doctoral

    a family foundation or donor-advised fund constitute the fastest growing segment of charitable giving in the United States. Using a novel database of foundation tax filings, I document facts about top... View Details
    • Web

    FAQ - Alumni

    honored/memorialized—or someone close to them—to inform them of your gift (without reference to the specific gift amount), so please provide relevant contact information and any other pertinent details. How do I make a gift via a View Details
    • 25 Apr 2023
    • Blog Post

    How Short Intensive Programs (SIPs) Transform Your MBA Learning Journey

    your one time to have an understanding of your value to a firm. 2) You can use Donor-Advised Funds to maximize your donation amount through asset appreciation that is not taxed. 3) Budgets and targets... View Details
    • 01 May 2013
    • News

    Celeste A. Guth, MBA 1986

    from Goldman Sachs Gives—a donor-advised fund available to senior executives of Goldman Sachs—that will expand need-based financial aid options for women students who aspire to careers in finance. “I’ve been... View Details
    • 25 Apr 2014
    • News

    Harnessing for-profit strategies for social good

    experience to her current position as chief investment officer at ImpactAssets, a $120 million donor-advised fund that invests capital for social and environmental impact through public and private debt and... View Details
    • 21 Oct 2013
    • News

    Moving the Needle

    mutual impact objectives," she observes. Seegull brought her knowledge of how to amplify the power of impact investing to her current position as chief investment officer at ImpactAssets, a $100 million donor-advised View Details
    Keywords: Jill Radsken; Securities, Commodities, and Other Financial Investments; Finance
    • 01 Dec 2015
    • News

    Giving Advice

    But if you’re looking for a simple, anonymous, flexible giving vehicle with little administrative burden, you’re likely to end up with a donor-advised fund (DAF). Setting up a foundation is a larger and more... View Details
    • 23 Aug 2018
    • News

    Healthcare Alumni Keep Learning Through Virtual Programming

    donor-advised Thumbelina Fund, which was established in 1996 by former Connecticut State Representative Christel Truglia. According to Community Partners Co-Chair Tom Heckel (MBA 1977), the HBS Club of Connecticut Community Partners... View Details
    Keywords: Margie Kelley; Health, Social Assistance
    • 20 Dec 2024
    • News

    Clubs Open HBS Doors for Local Leaders; Meet the Club Leaders: HBS PRIDE; Favorite Reads of 2024

    fund, we can keep this going indefinitely,” says Club President Mia Duchnowski (MBA 2010), adding that since 2003, the club has sent more than 60 Chicagoland nonprofit leaders to the program. Similarly, the HBS Club of Atlanta has an established endowment—a View Details
    Keywords: Margie Kelley