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Charitable Lead Trusts

Provide for Your Loved Ones and the School of Medicine or Stanford Health Care

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure

Do you want to benefit from the tax savings that result from supporting the School of Medicine or Stanford Health Care, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

There are two ways charitable lead trusts make payments:
A charitable lead annuity trust pays a fixed amount each year to the School of Medicine or Stanford Health Care and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to the School of Medicine or Stanford Health Care go up as well.

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Learn How to Fund It

You can use the following assets to fund a charitable lead trust:

Calculate Your Benefits

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  1. Contact Carol Kersten, Erin Phillips, or Blake Grossman at 650.723.6560 or pgmed@stanford.edu for additional information on charitable lead trusts or to chat more about the different options for including the School of Medicine or Stanford Health Care in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the School of Medicine or Stanford Health Care in your plans, please use our legal name and Federal Tax ID.

Gifts to Stanford University School of Medicine:
Legal Name: The Board of Trustees of the Leland Stanford Junior University
Address: California
Federal Tax ID Number: 94-1156365

Gifts to Stanford Health Care:
Legal Name: Stanford Health Care
Address: California
Federal Tax ID Number: 94-6174066

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure