Planned Giving refers to current or future gifts carefully coordinated with estate and tax planning strategies, in consultation with your professional advisor. Examples that may apply to Library gifts include:
- Bequests by will or trust
- Beneficiary designations on some types of accounts and policies
- Donations of appreciated assets such as stocks or real estate
- Pledged gifts at regular intervals
- Direct donations of required minimum distributions from Individual Retirement Accounts
- Matching gifts from employers
- Family foundation gifts
- Gifts which provide life income from Stanford to donors
While not able to provide tax or legal advice, the Library Development Office can help you formulate a strategy for any gift you may be considering. We can also schedule a meeting for you with the staff of the Planned Giving Office to address technical questions or concerns.
For additional information about the various planned gift options available at Stanford, including bequests, life income gifts, and more, visit Stanford's Planned Giving website.