Gift Planning
Gift planning has emerged as a vital means of advancing the vast educational mission of Notre Dame. Planned or deferred gifts allow the University to prepare confidently for the future and can provide you or your loved ones with lifetime income and significant tax benefits.
The Office of Gift Planning will work with you and your financial planners to create a gift plan that will both support Notre Dame and fulfill your charitable goals.
Please click on the links below to learn more about the planned giving vehicles available through the University of Notre Dame.
- Bequest
- Gift of Retirement Assets
- Gift of Life Insurance
- Charitable Gift Annuity
- Deferred Gift Annuity
- Charitable Remainder Annuity Trust
- Charitable Remainder Unitrust
Welcome to the Badin Guild
Individuals who have made provisions in their estates for Notre Dame are invited to become members of the Stephen Theodore Badin Guild, the recognition society named after Notre Dame’s first planned benefactor.
Every gift matters. Make yours today.
To learn more about the benefits of a planned gift, please contact us.
IRS allows Donors to Participate in the Notre Dame Endowment
In December, Notre Dame joined a handful of elite universities—including Harvard, Stanford, and MIT—for which the IRS has permitted qualified charitable remainder trusts to be invested in a manner to earn the net rate of return of the Notre Dame endowment.
Under the IRS ruling, qualifying trusts could benefit from investment practices that have resulted in the Notre Dame endowment’s 14.6% annualized rate of return over the past 10 fiscal years. This ruling could mean significant personal growth potential for investors, as the Notre Dame endowment is invested in a diversified pool of assets that are rarely available to the average investor or mutual fund manager. >Learn more
New IRA Legislation Reduces Cost of Charitable Giving
In August of 2006, President Bush signed a new law permitting tax-free distributions to charities through individual retirement accounts (IRAs). Under the new legislation, you can make an IRA distribution in 2006 and 2007 of up to $100,000 per year to tax-exempt organizations such as Notre Dame. The window of opportunity is limited: the new law expires at the end of 2007.
For more information on reducing the cost of a gift to Notre Dame through an IRA distribution, please contact Janet Jessup in the Office of Gift Planning at (574) 631-2661 or jjesup@nd.edu.
Arrange a Matching Gift. It’s Easy.
Year-end Giving and the Football Lottery
Video: Milo Dodson ‘08