Supporting University Planned Giving
Providing professional trust management for donors
The Trusts and Gifts group provides professional trust investment management and administration to donors for all planned gifts made to Harvard University. The Trusts and Gifts group supports Harvard University, its development staff, and its donors by managing and administering life income gifts. We provide a range of investment choices and trust vehicles to meet the needs of a diverse set of donors. HMC has significant expertise in handling security gifts, unique gifts and estate gifts for the benefit of Harvard 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. Our Chief Trusts and Gifts Officer, Jennifer Pline, regularly joins University development staff in seminars for alumni to discuss Planned Giving options.
