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Overview

Information for Advisors

Planned Giving staff members are happy to provide detailed information, including draft language, for attorneys or other advisors regarding gifts to Stanford. We welcome the opportunity to assist you as you work with your clients to address their philanthropic goals. We also encourage our prospective donors to consult with their professional advisors when they are considering a planned gift to Stanford.

Please contact us—we're here to help.

For Your Reference

Stanford’s federal tax ID number is 94-1156365.

The university's full legal name is THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY.

Please visit bequests and estate plan gifts for sample language.

Please visit our appreciated securities transfer page for instructions for making a gift of securities.

Stanford’s Planned Giving Manual (the R-Plan)

Stanford's Office of Planned Giving has prepared a Planned Giving Manual [PDF] as part of an informal program known as the "R-Plan," which has grown to a group of more than 1,000 attorneys who use the program to advise potential benefactors and to communicate with us for additional information and assistance regarding gifts and bequests. For more information about the R-Plan, please contact us.

Conference on Charitable Giving

Each year, in partnership with the Silicon Valley Community Foundation, Stanford hosts a one-day conference on charitable giving and estate planning for attorneys and advisors. The conference brings together highly renowned speakers and leaders in the field of charitable giving for a day of educational and networking opportunities. If you are interested in attending the conference, please contact us.

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