GIFT OPPORTUNITIES

There are many ways to support the Hoover Institution:

Cash Gifts

• Your annual gift provides discretionary monies to allocate to breaking opportunities and new initiatives.

Gift Pledges

• A pledge is a formal statement of intention to make a gift to the Hoover Institution.

• It may be followed by an immediate gift, or may confirm your intention to make a gift in the future.

• Many donors choose to fulfill their gift pledges by making regular payments over a specified period of time, giving them the opportunity to make a more generous gift than they may have originally considered.

• When possible, the Hoover Institution encourages full payment within three to five years of the original pledge.

Matching Gifts

• Many corporations match, or multiply their employees' gifts, up to a set amount. You may want to ask whether your employer participates in such a program, as well as to determine any restrictions that may apply to their matching gifts.

Appreciated Securities

• A gift of long-term appreciated marketable securities can provide you with tax advantages as well as providing the Hoover Institution with philanthropic support.

• Hoover's Development Office can advise you or your broker about how to facilitate such a gift.

Closely Held Securities

• Securities in a company that is not publicly traded are known as closely held securities.

• A gift of securities may provide the donor with significant tax savings.

Planned Gifts

• Planned gifts are gift arrangements that have specific tax advantages and often include lifetime income to a beneficiary named by the donor.

• Many Hoover Institution donors have utilized planned giving methods, enjoying such benefits as capital gains tax savings, increased income, and income-tax savings, while at the same time benefiting the Hoover Institution.

• A planned gift can maximize your giving potential and even allow you to ensure your future financial security or that of a loved one.

• For further information about making a planned gift, please contact Hoover's Office of Development by telephone at 650-725-6715, by facsimile at 650-723-1952, or by e-mail at development@hoover.stanford.edu.

Gifts with Retained Interest

• Your gift to the Hoover Institution can allow you to hold an interest in that gift for a lifetime, or for a specified period of years after which the funds become available to the Hoover Institution.

• For example, you can set up a charitable trust, which allows you or a beneficiary to receive income from that trust for a specified period, or for life.

• You can donate your home to the Hoover Institution while retaining the right to live in it for life.

Gifts of Real Estate

• You may claim an income tax charitable deduction based on the full market value of the gift or eliminate certain costs associated with the transfer of real property when giving a home or real property to the Hoover Institution.

• Gifts of real estate can also provide an income to you.