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What Are Some Giving Strategies?
 
 
Common Questions
 
What Can I Give?


What Are Some Giving Strategies?
• Life Income Gifts
• Bequests
• Retirement Plans
• Other Creative Options

 
Tax Law Changes
 
 

Photo: Student and Teacher in Lab (Photo by Harvard News Office)Each person and family has specific reasons and objectives in making a gift. With careful planning, you can develop a gift strategy that is right for you. Read on to learn more about the tools to help you build this strategy. Also, feel free to contact University Planned Giving for an exploratory consultation.

Life Income Gifts: Harvard pays an income stream for life or a term of years.

Bequests: Bequests are made primarily through gifts of cash, securities, real estate, and tangible personal property.

Retirement Plans: Harvard is designated as a beneficiary of the remainder or a percentage of the remainder of your retirement plan.

Other Creative Options: Charitable lead trusts and other options.

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