Making a donation to Harvard Club of Australia Philanthropy
Donations by Australians direct to Harvard are not deductible against Australian income which is why we advise members to donate to the Harvard Club of Australia Foundation as to the instructions below.
If the source of your donation is a PAF (Private Ancillary Fund) or a PPF (Prescribed Private Fund), please send the donation to R G Menzies Scholarship to Harvard, not to HCA Foundation.
The Menzies fund is based at ANU and gains its DGR (Deducible Gift Recipient) authority from the university. ANU is an Item 1 DGR and can receive donations from private ancillary funds.
Harvard Club of Australia Foundation, while also a DGR, is an Item 2 DGR, limited by its PAF status in that the legislation prevents PPFs and PAFs donating to another PAF.
Donations over $1,000
Donations over $1,000 can be made to the Harvard Club of Australia Foundation managed by Perpetual Trustees Limited subject to the note on PAF’s and PPF’s above.
You can post a cheque made payable to the Harvard Club of Australia Foundation to:
PO Box 4172
SYDNEY NSW 2001
Attn Marlene MacFarlane
Please include your name and address so that the Foundation can issue your receipt.
EFT to Harvard Club of Australia Foundation
BSB: 182 512
Account No: 962 322 863
and email details of the transfer to: firstname.lastname@example.org
A receipt will be issued to support tax deductibility. You may note your wishes as to how you would like the donation applied. We will negotiate your special directions for larger donations. Advise HCA Philanthropy Pty Ltd the details of your donation by email : email@example.com. As noted HCA Foundation is an item 2 DGR and cannot accept donations from PAF’s and PPF’s.
Donations under $1,000
Australian residents receive full Australian tax deductibility for donations to the Harvard Club of Australia Foundation and the R G Menzes Scholarship to Harvard.
For Donations under $1000, please:
EFT to Harvard Club of Australia Inc
Account No: 538391 - note as a donation with your name in the payment reference
and email details of the transfer to: firstname.lastname@example.org
The donation will be forwarded to Perpetual Trustees Limited and a receipt issued as evidence of tax deductibility where the donation is above $500, or where a specific request for a receipt is made. Receipts are not required for tax deductibility for small donations.
Donations to the Australian National University for the Harvard Club R.G. Menzies Scholarship
Donations specifically for the Harvard Club R.G. Menzies scholarship may be made to the Australian National University. ANU is an item 1 DGR and can receive donations from PAF’s and PPF’s.
Donations may be made to The Australian National University by EFT:
Bank: National Australia Bank
Branch: Level 4, 14 Childers Street, Canberra, ACT 2601
Account Number: 674507553
Account Name: The Australian National University
ABN: 52 234 063 906
Swift Code: NATAAU3302S
Reference: E 54970 RG01
To request a tax receipt ,please email Lyndell Wilson
You may also post a cheque payable to the Australian National University to:
Ms Lyndell Wilson
Senior STAR Officer, Philanthropic Scholarships
Division of Student Administration
The Australian National University
121 Marcus Clarke Street
ACTON ACT 2601
Tel: +61 2 6125 6236, email: email@example.com
accompanied by a letter specifying that the donation is to be made to the Robert Gordon Menzies Fund Fund Number E54970RG "Robert Gordon Menzies Scholarships". Residents of the United States may donate to the Menzies Fund at Harvard University.
Directing your gift to Harvard Business School Menzies scholars
Please direct your gift to the “Menzies Business School Scholarship, Fund Number E54970 RG01 "HBS MBA Scholarships"
Recognition in Class Giving
Harvard Business School does acknowledge donations to HCA Foundation as Class Gifts, the USD-equivalents being recorded against donors' names in Harvard's annual registers.
Donations by US taxpayers to Harvard University
US residents may donate directly to Harvard if they wish using the instructions available on the Harvard website for alumni – www.alumni.harvard.edu/ways-to-give. The “allocation” should say “625-625175 Menzies Scholarship Fund” or “Harvard Club of Australia Robert Gordon Menzies Scholarship Fund”. Donors are strongly encouraged to send a short email to Rebecca Bauer Lock (firstname.lastname@example.org) indicating their name and the fact of their gift, which will allow Harvard to track the gift into the appropriate fund.
What better way to leave a lasting legacy that will benefit future generations?
Consider incorporating a provision in your will or by making a codicil to your will so as to make a bequest to the Harvard Club of Australia Foundation with any specific directions as to how the bequest should be applied.