Planning Resources

Planning Resources

Below you can find information, downloads, and links to help you and your advisors evaluate establishing a future to Lucile Packard Children’s Hospital Stanford. Be sure to bookmark this page for future reference and to check for updated materials.

VIEW GIFT PLANNING GUIDE

About Us

The Lucile Packard Foundation for Children's Health, an independent 501(c)(3) not-for-profit corporation, fundraises for Lucile Packard Children's Hospital Stanford and the child health programs at Stanford University School of Medicine.

Legal Name:

Lucile Packard Foundation for Children’s Health

Tax ID Number:
77-0440090

Address:
Lucile Packard Foundation for Children’s Health
Office of Gift Planning
400 Hamilton Avenue, Suite 340
Palo Alto, California 94301

Partnership with TIAA Kaspick

The TIAA Kaspick investment team combines extensive investment experience with expertise in planned giving to successfully manage planned gifts of all types, including charitable remainder trusts, lead trusts, gift annuities, and pooled income funds. The investment team develops for each trust a broadly diversified portfolio designed to meet the trust’s specific risk and return objectives. The team has a proven record of producing competitive risk-adjusted returns. TIAA Kaspick provides expert administration services for planned gifts, including document review, payment processing, and tax preparation. The gift administration team has extensive knowledge of trust and tax law and the practical experience necessary to meet the needs of every gift.

Helpful Downloads

Bequest Language
LSPS Form
Stock Transfer Instructions
Sample IRA Charitable Rollover Instructions Letter
Lucile Packard Children's Hospital Stanford Community Benefit Report (FY17)
Lucile Packard Children's Hospital Stanford Financial Report (FY17)

Links

Planned Giving Marketing Content © Planned Giving Marketing.

American Council on Gift Annuities
National Association of Charitable Gift Planners
Planned Giving Design Center