Gift Options

There are several other gift options that might make sense for you.  Please review the options below, and if you would like to move forward with any of these gift options, please contact Mike Amerikaner at mamerikaner@stanford.edu or (650) 724-2401.

Stock or Securities
Provide your stock broker or accountant with Hillel at Stanford's Tax ID # 77-0492512

Gifts by Bequest
A bequest can be made through a donor’s will or trust and is the easiest way to make a planned gift. It can be in the form of a specific amount, percentage, or residue and can be made in honor or memory of a loved one. Using this method the donor keeps control of the assets during their lifetime and makes the gift upon death. These gifts will support the future mission of Hillel at Stanford.

To leave a charitable gift in your will or revocable living trust, you simply include a clause that directs a gift be made to Hillel at Stanford. You can leave a specific dollar amount, a set percentage of your estate, or the remainder of your estate If you already have a will, you can add a charitable bequest with a supplement, called a codicil. Or, if it’s time to update your will, you can include a gift to Hillel at Stanford in your updated will.

General or Specific Bequest
You can make a general bequest to help provide for the most critical needs at the time the money is received. Or you can make a bequest to provide a gift to our Endowment Fund, where your gift is invested so you can provide a permanent annual source of income for Hillel into the future. Here are some examples of how you may create a charitable bequest:

• General bequest: I give $___(or __% of my residuary estate) to Hillel at Stanford.

• Gift to a specific program or area of interest: I give $__ (or __% of my residuary estate) to Hillel at Stanford to support __________ (here you would specify a specific area of interest or program, such as Israel, Shabbat, etc).

• Designated bequest to our existing endowment fund: I give $___ (or __% of my residuary estate) to Hillel at Stanford to contribute towards the endowment fund to support enriching Jewish learning programming for years to come.

Charitable Gift Annuities
A gift annuity is an agreement whereby the donor transfers assets, such as cash or appreciated securities, to Hillel at Stanford. In return, the donor receives a guaranteed payment for the rest of the donor’s life. Gift annuities, which are income-producing gifts, are popular with donors because they receive a charitable income tax deduction, possible estate tax savings, a fixed payment for life, some tax-free income for a period of time, and possible capital gains tax savings. You can also make a gift now and defer having payments made to you until a future date. This type of gift is called a deferred gift annuity. The rates are generally higher than the rates on current gift annuities depending upon the annuitant’s age and the length of the deferral.

IRAs and Retirement Plans
Under certain circumstances it may be advantageous to name Hillel at Stanford as the beneficiary of an Individual Retirement Account or your employer’s pension plan. Doing this may benefit you and your heirs. You retain control of these funds during your lifetime. At your death, these funds, if left to Hillel qualify for a charitable deduction and, thus, may save on estate taxes.

Gift of Life Insurance
A gift of life insurance can be made through a new or existing policy by the donor designating Hillel at Stanford as the owner and beneficiary. The donor receives an income tax deduction for the value of the policy when the gift is made and income tax deductions for future premium payments each year.