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 $700 million 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. The program partners with the Stanford Management Company (SMC), the division of the university that invests Stanford's endowment, for investment management oversight. Some charitable remainder unitrusts are eligible to be invested with the Stanford endowment. Others are invested in one of several portfolios of mutual funds managed by Kaspick & Company, 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

To learn more about creating a life income gift at Stanford, please contact the Office of Planned Giving.