Planned Giving

Gift plans create opportunities for both our donors and CASBS. Determining what gift is right for you is just as important as making the gift. There are many options from which you can choose. The correct plan balances what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans.

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Learn about giving strategies that allow you to make a meaningful charitable gift while possibly enhancing your, and your family's, future financial well being. You can:

Maintain flexibility by planning now for a revocable gift effective at death:

Wills and Living Trusts
Retirement Plans and Life Insurance

Make the gift now and get immediate tax benefits:

Gifts of Stock or Mutual Funds
Gifts of Real Estate

Receive Income for Life:

Gift Annuities
Charitable Remainder Trusts

Donor Recognition

The center’s Live Oak Society recognizes the growing number of friends who have included the center in their estate plans through a bequest or a life income gift, such as a charitable remainder trust or gift annuity. Donors also have the option of being recognized in Stanford’s Founding Grant Society which offers special events in various cities for its members, including music performances, lectures by top scholars and conferences on management of charitable trust and endowment investments.

More about Stanford’s Founding Grant Society

If you have already arranged for a bequest or other planned gift, we would like to honor your support please contact Giving at CASBS.

Additional Resources

Stanford’s Planned Giving website provides extensive resources, including: