Annuities - Publications - Faculty & Research

26 Feb 2014
News

What Do People Have Against Retirement Income?

14 Oct 2014
News

How to Not Outlive Your Retirement Savings

01 Mar 2024
News

Game On

themselves immediately but also aspire to advance. By offering an optimal club experience, McCarthy aims to establish a long-term membership base that functions as an annuity stream. That, in turn, affords him the ability to bring in more... View Details

Keywords: Jen McFarland Flint; photographed by Edward Linsmier; Amusement, Gambling, and Recreation Industries; Arts, Entertainment

24 Jun 2014
News

Gary (MBA 1963) and Terie Roubos

priorities. Working with the Gift Planning office, the Rouboses established a charitable gift annuity with their donation of appreciated stock. This unique way of giving benefits Terie for life, assists them with their tax planning, and... View Details

01 Sep 2011
News

Donor Spotlight

years later.” Wilson “Roly” Nolen (MBA ’51) As Cochair of his class’s 60th Reunion gift campaign, Nolen took leadership to heart by establishing a $1 million gift annuity to ultimately benefit HBS. Nolen, who served as chair of HBS’s... View Details

Keywords: Colleges, Universities, and Professional Schools; Educational Services

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

18 Jun 2014
News

Robert (MBA 1964) and Lynn Burt

Robert (MBA 1964) and Lynn Burt In honor of his 50th Reunion, Robert Burt established a charitable gift annuity that will provide his wife, Lynn, with an income stream from Harvard during her lifetime and then fund a permanently endowed... View Details

09 Nov 2015
News

Chuck (MBA 1970) and Sue Fienning

annuity that will ultimately benefit the HBS Fund for Leadership and Innovation. “I think HBS is like a violin. What comes out all depends on how you play it. You have to get involved and participate,” says Fienning. (November 2015) Learn... View Details

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