Charitable Remainder Trusts

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

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Looking for a way to give the School of Medicine or Stanford Health Care a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust.

Benefits of a charitable remainder trust include:

  • A partial charitable income tax deduction
  • Potential for increased income
  • Up-front capital gains tax avoidance

There are two ways to receive payments with charitable remainder trusts:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

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Learn How to Fund It

You can use the following assets to fund a charitable remainder 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 remainder 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