Some charitable remainder unitrusts are eligible to be invested alongside Stanford’s endowment, invested by Stanford Management Company (SMC), the investment office of the university. Others are invested in one of several portfolios of mutual funds managed by TIAA Kaspick, with oversight by Stanford.
The Stanford Charitable Trust Program provides the following advantages:
Strong investment management expertise and disciplined investment strategies to achieve long-term, risk-adjusted returns
An option to invest assets with the Stanford endowment, as well as unique access to a set of Kaspick investment options specifically designed for life income gifts
Professional and customized service and attention to each donor’s gift
Reliable and comprehensive trust administration with timely payments and tax information