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The Stanford Charitable Trust Program

Stanford University has one of the largest charitable trust programs among all U.S. colleges and universities, with current assets of more than $1 billion under management. The program is managed by Stanford’s Charitable Trust Program, which is part of the Office of Planned Giving within the Office of Development.

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