Jane and Leland Stanford dreamed of creating a "university of high degree" as a memorial to their
only child. That dream was originally realized through their gifts and bequests; it continues through yours.
Stanford's Planned Giving team of experts can help you with everything from simple bequests to gifts of retirement plan assets, real property, appreciated securities, and the complete range of life income gifts, including charitable remainder trusts, gift annuities, and pooled income funds.
Bequests
Giving by bequest costs nothing now, yet it may give you a great deal of satisfaction to know that your
future gift will live on. An outright gift from your estate is entirely free from federal estate taxes. This means that Stanford
is able to use the full amount of the bequest. You may make a bequest and retain the ability
to change it at any time. Let us know if you have included Stanford in your estate plans, and we'll be happy to discuss the various options for your gift.
Dawn Neisser, '79:
Making a Bequest to Stanford (2:08)
Life Income Gifts
Life income gifts, such as the charitable remainder trust, are created when donors transfer cash,
securities, real estate, or other assets to Stanford. The university then invests those assets, and the donors or other
beneficiaries receive income for life. Donors of life income gifts help to
secure Stanford's future in addition to their own.
Pete Neisser: Establishing a Charitable Remainder Trust (2:04)
Remembering Stanford in your estate plans? Don't forget to let us know. Download this brochure to learn more about making a bequest to Stanford.
Now is a great time to create a charitable lead annuity trust (CLAT) and save on gift and estate taxes. Download our new brochure to learn more.
An IRS ruling allows Stanford to invest charitable remainder trust assets in its endowment. See Frequently Asked Questions for details. Compare the latest investment returns for Stanford's endowment with the S&P 500 and the traditional 60/40 stock/bond portfolio.