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Leland Stanford and Leland Jr.

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.

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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. Planned gifts can be a meaningful way to contribute to The Stanford Challenge.

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. During The Stanford Challenge, we have set a goal to raise an additional 1,500 bequest intentions, which would roughly double bequest intentions overall. Let us know if you have included Stanford in your estate plans, and help us reach this goal.

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.






On October 3, 2008, Congress renewed a tax code provision that allows you to transfer up to $100,000 from your IRA to charity, which will count toward your required annual minimum distribution and will not be considered as taxable income. Find out more or get sample wording for an IRA distribution request.

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.

Stanford's Planned Giving Manual (PDF) provides general information about the university, its legal status, a summary of types of gifts and methods of giving to the university and the tax consequences thereof.

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