Savvy Investing

A Harvard charitable remainder trust can be a wise investment in both good years and bad—for you and your family, and ultimately for Harvard. Your Harvard trust pays you and your spouse (or other named beneficiaries) income for life or for a term of years. In the future, the trust will benefit a Harvard area of interest to you. Significantly, Harvard provides both investment and trust administration services without charging a separate management fee. You benefit from Harvard’s investment expertise and the exceptional diversification and stability of Harvard’s endowment.

The chart below illustrates how a charitable remainder trust invested with Harvard’s endowment— compared with a typical charitable trust invested in 60 percent domestic equities and 40 percent domestic bonds—would have performed over the past 3, 5, 10, and 20 years. Of course, past performance is not indicative of future results.

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