Charitable Remainder Trusts - Publications - Faculty & Research

23 Mar 2023
News

Winners Crowned in 2023 Alumni New Venture Competition

Alumni-founded startups M7 Health and Hue came out victorious in the 2023 Alumni New Venture Competition on Thursday, winning the Grand Prize and Runner Up awards respectively in an impressive field of eight global regional winners. During the virtual, live... View Details

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Real Estate - Alumni

due on the appreciation and also receive a charitable income deduction. HBS sells the property and uses the proceeds to support an area that you designate. Charitable Remainder... View Details

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

16 Dec 2016
News

Kurt (MBA 1967) and Louise Wulff

commitment to the School by establishing a charitable remainder trust. The trust will support HBS, as well as his undergraduate college and high school. “Each school played a... View Details

15 Dec 2015
News

Jacek Makowski (MBA 1960)

as 1792, when the country lost its independence, there was a dearth of business acumen in Poland. That history makes the growth of Polish businesses since the fall of Communism nothing short of amazing.” Makowski’s recent gift adds a View Details

18 Feb 2020
Blog Post

A Vision of Love@HBS in 2020

professors, who began cold calling us to scare us out of having distracting personal discussions during class. On this foundation, we fortified our relationship with trust and (often brutal) transparency. Finding someone willing to be... View Details

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Harvard Business School

of Boston who served in World War II, Herb Lyken became a professor of Finance and Accounting at the University of Massachusetts, Boston and taught for 15 years. He was also a founder and board member of the Unity Bank and Trust in... View Details

01 Dec 2012
News

HBS Gift Planning

FAQ Are there any planned gifts that can help meet current funding needs? Although planned gifts are frequently used to establish a future endowment, a charitable lead trust is one type of planned gift that... View Details

16 Mar 2018
News

Douglas Spreng (MBA 1967)

and business through decades of change.” As his 50th reunion approached, Spreng considered what legacy he wanted to leave at HBS. In addition to including the School in his will, he established a charitable gift annuity (CGA). “I love the... View Details

01 Dec 2011
News

FAQ

$5 million for gifts mean that a charitable lead trust is a great vehicle for making an inter-generational transfer of family assets with little or no gift tax. Also, the IRS now allows the lead View Details

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Bequest - Alumni

dollar amount or a percentage of your estate. Giving a specific asset, such as real estate, artwork, or jewelry. Naming HBS as a residual beneficiary of your estate, so that the School receives the remainder after all other bequests have... View Details

Howard B. Keck

profits of $200 million in 1979. Equally notable, however, was Keck’s work with the W. M. Keck Foundation, which was a huge supporter of science and technology. Under Keck’s leadership, the Foundation’s charitable View Details

Keywords: Utilities & Energy

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Neha Panchamia Archives | Social Enterprise

Curriculum Social Enterprise Student Club Social Entrepreneurship Summer Fellows Technology for Good Transformative Impact Tri-Sector Impact 1 Results GNE Perspectives: Gearing Up for Challenging Times Neha Panchamia 23 May 2022 Neha Panchamia is the Founder and... View Details

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

01 Sep 2016
News

Up to the Highest Heights

has,” says Tai, who admits there’s a high barrier for entry into the daring sport. “But anything that draws people together will create trusting relationships that lead to commerce.” Multimillion-dollar deals have been made on the beaches... View Details

Keywords: April White

01 May 2013
News

George H. Strong, MBA 1951

his enthusiasm for his HBS experience, Strong was motivated to set up a series of charitable trusts to benefit HBS because it gave him access to the investment portfolio of the Harvard Management Corporation... View Details

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

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