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  • All HBS Web  (2,886)
    • People  (16)
    • News  (1,048)
    • Research  (1,013)
    • Events  (15)
    • Multimedia  (38)
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Show Results For

  • All HBS Web  (2,886)
    • People  (16)
    • News  (1,048)
    • Research  (1,013)
    • Events  (15)
    • Multimedia  (38)
  • Faculty Publications  (807)
← Page 11 of 2,886 Results →
  • July 2024 (Revised January 2025)
  • Case

Rockefeller Philanthropy Advisors: Bringing Systematic Investment to Philanthropy

By: Lauren Cohen, Hao Gao, Alexander Bischoff and Sophia Pan
Melissa Berman, CEO of Rockefeller Philanthropy Advisors (RPA), evaluated her client’s philanthropy project and its mediocre performance. RPA was a segment of the Rockefeller Family Office’s Philanthropy Department, becoming an independent charity in 2002. Consistently... View Details
Keywords: Philanthropic Sector; Foundation; Due Diligence; Humanitarianism; Humanitarian Assistance; Grants; HNW Products And Services; Donations; Impact; Advisor; Advice; Consulting; Funding; Consulting Services; Family Business; Cost vs Benefits; Developing Countries and Economies; Private Sector; Spending; Mission and Purpose; Philanthropy and Charitable Giving; Performance Evaluation; Nonprofit Organizations; Reputation; Social and Collaborative Networks; Social Issues; Wealth and Poverty; Experience and Expertise; Consulting Industry; New York (city, NY); New York (state, US); United States
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Cohen, Lauren, Hao Gao, Alexander Bischoff, and Sophia Pan. "Rockefeller Philanthropy Advisors: Bringing Systematic Investment to Philanthropy." Harvard Business School Case 225-005, July 2024. (Revised January 2025.)
  • 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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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.)
  • 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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Pozen, Robert C., Mayur Desai, and Maura A. Graul. "Choosing a Charitable Giving Vehicle." Harvard Business School Teaching Note 314-074, December 2013.
  • Web

Strategy Programs

  • September 2018 (Revised November 2018)
  • Case

From Beirut With Love (A)

By: Christina R. Wing, Esel Y. Cekin and Samer Al-Rachedy
This case describes how Robert Fadel, CEO and chairman of ABC, one of Lebanon’s leading retail and real estate groups, professionalized the family business. Robert was the second son of the company’s founder, Maurice Fadel, who had run it single-handedly. Concerned... View Details
Keywords: Family Conflicts; Sibling Rivalry; Second-generation; Foundation; Trust; Work-life Balance; Succession Planning; Corporate Culture; Shareholders; Board Of Directors; Retail; Department Store; Shopping Mall; Real Estate; Growth; Non-executive Chairman; Sustainability; Family Business; Conflict Management; Management Succession; Governance; Leadership; Transformation; Leading Change; Organizational Structure; Management; Growth and Development; Retail Industry; Real Estate Industry; Lebanon; Middle East
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Wing, Christina R., Esel Y. Cekin, and Samer Al-Rachedy. "From Beirut With Love (A)." Harvard Business School Case 619-024, September 2018. (Revised November 2018.)

    Arthur I Segel

    View Details
    Keywords: federal government; real estate
    • 30 Aug 2023
    • News

    Harvard Business School Announces 2023 Goldsmith Fellows

    • Web

    Family Business Programs

    • 01 Sep 2023
    • Blog Post

    Harvard Business School Announces 2023 Goldsmith Fellows

    Harvard Business School (HBS) has announced the 2023 recipients of its Horace W. Goldsmith Fellowships. Established in 1988 by the Horace W. Goldsmith Foundation and Richard L. Menschel (MBA 1959), a former director of the View Details
    • Apr 10 2019
    • Interview

    What Is The Balanced Scorecard?

    • 29 Aug 2022
    • News

    Harvard Business School Announces 2022 Goldsmith Fellows

    • 01 Sep 2021
    • News

    Harvard Business School Announces 2021 Goldsmith Fellows

    • 29 Oct 2019
    • Video

    Leonor Melo de Velasco

    Leonor Melo, who founded the micro-finance Mundo Mujer Foundation (Women’s World Foundation) in Colombia in 1985, describes how the Foundation undertook financial product innovation, especially chattel... View Details
    • October 2007 (Revised July 2013)
    • Case

    Vertex Pharmaceuticals and the Cystic Fibrosis Foundation: Venture Philanthropy Funding for Biotech

    By: Robert F. Higgins, Sophie LaMontagne and Brent Kazan
    In 2001, Vertex Pharmaceuticals Incorporated acquired the San Diego-based biotech company, Aurora Biosciences. The combination of Vertex's and Aurora's technologies would improve the flow of novel drug candidates into development. However, several questions related to... View Details
    Keywords: Philanthropy; Philanthropy Funding; Innovation; Funding Model; Venture Capital; Partners and Partnerships; Financing and Loans; Investment Funds; Acquisition; Philanthropy and Charitable Giving; Biotechnology Industry; Pharmaceutical Industry; San Diego
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    Higgins, Robert F., Sophie LaMontagne, and Brent Kazan. "Vertex Pharmaceuticals and the Cystic Fibrosis Foundation: Venture Philanthropy Funding for Biotech." Harvard Business School Case 808-005, October 2007. (Revised July 2013.)

      Terrence Tianshuo Shi

      Terrence Tianshuo Shi is a doctoral student at Harvard Business School. He was awarded the John M. Olin Research Fellowship in Law and Economics at Harvard Law School and named a Deloitte Foundation Doctoral Fellow for 2024. Prior to joining the doctoral program,... View Details

      • Research Summary

      Charitable Investing

      He is working on the subject of why and how private foundations and public charities could buy securities in a private commercial venture if it furthered their charitable mission.  For example, a MS foundation would buy stock in a start-up biotech venture... View Details
      • 27 Sep 2019
      • Video

      Ronnie Screwvala

      Ronnie Srewvala, who founded the Indian media conglomerate UTV in 1990, discusses how after selling UTV to Disney in 2012, he expanded his earlier philanthropic ventures and eventually founded The Swades... View Details
      • July 2019
      • Case

      Piramal Foundation: The Business of Philanthropy

      By: Vikram Gandhi and Mahima Rao-Kachroo
      The Piramal Foundation was launched by diversfied Indian conglomerate, the Piramal Group, to improve the healthcare services and quality of education of India’s economically and socially disadvantaged. The foundation operates under three verticals—‘Piramal Foundation... View Details
      Keywords: Social Enterprise; Philanthropy and Charitable Giving; Education; Health Care and Treatment; Performance Improvement; Growth and Development Strategy; Education Industry; Health Industry; India
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      Gandhi, Vikram, and Mahima Rao-Kachroo. "Piramal Foundation: The Business of Philanthropy." Harvard Business School Case 520-011, July 2019.
      • September 2018
      • Supplement

      From Beirut With Love (B): The Last Judgment

      By: Christina R. Wing, Esel Y. Cekin and Samer Al-Rachedy
      Keywords: Family Business; Family Conflicts; Sibling Rivalry; Second-generation; Foundation; Trust; Governance; Work-life Balance; Leadership; Leading Change; Transformation; Succession Planning; Management; Organizational Structure; Corporate Culture; Shareholder; Board Of Directors; Retail; Real Estate; Shopping Mall; Department Store; Growth; Lebanon; Middle East; Non-executive Chairman; Sustainability
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      Wing, Christina R., Esel Y. Cekin, and Samer Al-Rachedy. "From Beirut With Love (B): The Last Judgment." Harvard Business School Supplement 619-027, September 2018.
      • 10 May 2023
      • Video

      Closing Remarks: Your Role in the Climate Future

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