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Spring 2014 Making a Difference Newsletter

"Public Service and the Harvard Law School Experience"

Making A Difference is a publication of the Law School’s Alumni Affairs and Development department. It presents current issues and events at the School and discusses creative ways in which you can support the School’s mission in your estate and financial planning. Read More

Estate Planning and Planned Giving for Married Same-Sex Couples

U.S. v. Windsor changes the estate planning and charitable giving landscape for married same-sex couples. The U.S. Supreme Court’s recent decision in this case makes available to same-sex married couples the same federal gift and estate tax and charitable giving benefits formerly available only to opposite-sex married couples. In this article, Dan Ebner '04 and his partner, Ray Prather, analyze U.S. v. Windsor and its important implications for estate planning and planned giving.
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Harvard Management Company Announces Fiscal 2013 Results

Harvard Management Company (HMC) manages charitable remainder trusts for the Law school and the University and also manages assets that are contributed for charitable gift annuities. The return on the Harvard endowment for the fiscal year ending June 30, 2013 was 11.3%. The return exceeded the benchmark by a healthy 223 basis points. This is the fourth consecutive year that HMC’s return exceeded the Policy Portfolio benchmark. The outperformance this year contributed about $600 million of additional value to the portfolio. Read More

Low Interest Rates

Low interest rates create opportunities for charitable gift annuities and charitable lead trusts.  Read More

 

 

Last modified: April 16, 2014

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