Make a Life Income Gift
A life income gift allows you to give assets to Stanford while providing yourself or others with income for a period of time before Stanford is permitted to use your gift.
You may make a life income gift by transferring securities, cash, or other property to Stanford or a trustee. The university or trustee then manages the investment of the assets and pays an income to you, your designated beneficiaries, or both. Income payments continue for the beneficiaries’ lives or, in some cases, for a term of up to 20 years.
Charitable gift annuities
In exchange for an outright gift, Stanford agrees by contract to pay a fixed amount each year to you and/or another beneficiary for life.
Charitable remainder unitrusts
You establish a trust from which you and/or other beneficiaries receive variable annual payments for life and/or a term of years. At the end of the term, the remainder of the trust assets go to Stanford for the purposes you designate.
Charitable remainder annuity trusts
You establish a trust from which you and/or other beneficiaries receive annual payments of a fixed dollar amount for life and/or a term of years, after which the remainder of the trust assets pass to Stanford for the purposes you designate.
Pooled income funds
Your gift goes into an investment pool that functions like a mutual fund. Investment returns are paid to you and/or other beneficiaries for life, after which your gift is withdrawn and used to support your designated purpose at Stanford.
Compare life income gifts
Find the one that’s right for you.
Every day, a Stanford connection
Kent Kaiser, ’59, has been finding Stanford community in surprising places for six decades. Now, he’s honoring that lifelong connection with a charitable remainder unitrust.
Good Counsel: The benefits of a charitable remainder unitrust
Jamie Downes, associate director of planned giving, explains the benefits of charitable remainder unitrusts.
The rewards of retirement
His gift will fight cancer. Hers will help deserving students. Both provide annual payments to the donors for life.