Stanford planned giving office

Stanford planned giving office

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21.08.2019

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The office forwarding the gift can save the scanned documents for their records through the fiscal year, but please note that this is optional and that once posted to PostGrads, documents should be deleted from local files. Administrative Guide. After the end of the fiscal year, requests for corrections to gift records should be made to Development Services at development-services lists. Staff counsel in the Office of Planned Giving are available to consult with donors and their advisors in the drafting of bequests to the University. After your lifetime or when the trust term ends, the remaining funds will pass to the university to be used for the purpose s you designate. Employees wishing to change, renew, or cancel payroll deduction gifts should send a written request to Development Services. If a Stanford employee receives credit card information intended for a gift, they should send it to Development Services via the Office of Development courier service, fax it via the secure fax number, put the information in the one of the two gift drop boxes on campus located at the Alumni Center and the Edwards building or hand-carry it to the Development Services office. By giving property to Stanford, you can avoid or reduce the capital gains tax you would otherwise pay on sale, you may be able to take a substantial income tax deduction, you may choose to receive income for life, and you will have the satisfaction of providing significant support to the university.

  • Gifts of Real Estate Giving to Stanford
  • Receiving and Processing Gifts Administrative Guide
  • Planned Giving Giving to Stanford
  • Giving to Stanford
  • Meet the Staff Giving to Stanford

  • Read our planned giving newsletter.

    Gifts of Real Estate Giving to Stanford

    Remember Stanford. Read our planned giving newsletter. Founding Grant Society. Members enjoy special events and.

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    Meet the Staff. Stanford's Planned Giving staff has extensive expertise in. Types of Planned Gifts.

    Receiving and Processing Gifts Administrative Guide

    Choosing the right planned gift depends on your.
    Any questions should be directed to Development Services, or development-services lists. Holding checks results in lost interest earnings for the university and, if not cashed in a reasonable amount of time, may eventually result in invalidation.

    Names of donors who have confirmed that a bequest for Stanford is included in their will or trust should be forwarded to the Office of Planned Giving along with any known details of the gift. Staff counsel in the Office of Planned Giving are available to consult with donors and their advisors in the drafting of bequests to the University.

    Such decisions are made according to established university policies and guidelines according to the type of gift.

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    Holding checks results in lost interest earnings for the university and, if not cashed in a reasonable amount of time, may eventually result in invalidation.

    The Office of Development will forward gift documents to the Fund Accounting section of the Controller's Office as appropriate.

    Planned Giving Giving to Stanford

    Make A Gift. Health and Safety 8. Original donor correspondence and copies of all university correspondence pertaining to gifts should be sent to the Office of Development, Development Services.

    Bequests and Estate Plan Gifts.

    A bequest is a gift from your estate—a transfer. Planned giving involves providing for a future gift to charities through your. Information for Advisors.

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    Planned Giving staff members are happy to provide.
    The office forwarding the gift can save the scanned documents for their records through the fiscal year, but please note that this is optional and that once posted to PostGrads, documents should be deleted from local files.

    Development Services must then be notified in order for the donor to obtain a gift receipt unless previously arranged procedures have been established for the unit e.

    images stanford planned giving office

    Financial Administration 4. Make a gift of a remainder interest in your home A gift of a remainder interest in your home may be right for you if you wish to continue to live in your home for your lifetime.

    Giving to Stanford

    He is entitled to a charitable income tax deduction for the full market value as determined by an independent appraiserhe does not pay capital gains tax, and he is able to make a sizable gift to the university.

    Giving Options.

    Video: Stanford planned giving office What is Planned Giving?

    Types of Gifts a.

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    Stanford planned giving office
    Required Documentation In all cases, the university unit that has received the gift must follow these steps:.

    Meet the Staff Giving to Stanford

    After your lifetime or when the trust term ends, the remaining funds will pass to the university to be used for the purpose s you designate. Donors should follow their company's procedures, which usually involve filling out a form and sending it to Stanford with their gift.

    Departments or other units that receive any corporate matching forms MUST forward the forms to Development Services in the Office of Development, Galvez Street, mail codeand should NOT sign the forms themselves or return them to the company.

    Gifts of Personal Property for Resale : Gifts of personal property intended for resale should not be accepted unless it is determined that the item is appropriate for the University to resell.


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