Supporting University Planned Giving
Providing professional trust management for donors
The Trusts and Gifts group supports Harvard University, its development staff, and its donors by managing and administering life income gifts. The group provides a range of investment choices and trust vehicles to meet the needs of a diverse set of donors, and has significant expertise in handling security gifts, unique gifts, and estate gifts for the benefit of the University. The Trusts and Gifts group invests and administers over $1.0 billion of trust assets across 800 trusts, four pooled income funds, and 1,200 charitable gift annuity contracts.