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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 Harvard Law School’s Alumni Center.  It presents current issues and events at HLS and discusses creative ways in which you can support the Law School’s mission in your estate and financial planning. Read more.

 

Tax-Free Gifts from IRAs for 2014

On December 19, 2014, President Obama signed legislation (H.R. 5771) renewing for 2014 only the ability to make tax-free gifts to charities from Individual Retirement Acccounts. The transfers must be made before December 31, 2014 and must be made directly to the donee charity. Read more.

 

 

 

 

Harvard Management Company Announces Fiscal 2014 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, 2014 was 15.4%. The return exceeded the benchmark by 82 basis points. This is the fifth consecutive year that HMC’s return exceeded the Policy Portfolio benchmark. Read more.

Low Interest Rates

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

 

Last modified: December 23, 2014

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