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The Trusts and Gifts group consists of Investment Analysis, Accounting, Tax Reporting and Internal Audit, Donor Relations, and Estates and Special Investments.
Whether it is a charitable remainder trust funded with marketable securities, or a unique art collection given by a bequest, the goal of the Trusts and Gifts group is to provide exceptional service to the generous donors and alumni of Harvard University who support Harvard in various ways through different types of gifts. The Trusts and Gifts group has significant expertise in investment management and analysis, trust administration, and handling unique assets. The group manages daily interactions with donors and establishes close working relationships with Harvard University's development offices.