Gift Planning

Gift of Retirement Assets

Retirement funds are among the best assets for making a planned gift.

By designating that all or a portion of your retirement plan will be gifted to Notre Dame at the end of your lifetime, you retain control of the fund and are able to utilize it while you are living. Also, your heirs avoid paying income tax on the transfer of the retirement asset.

Without gifting, the assets in qualified retirement plans, such as IRAs, 401(K)s, and Keogh accounts, may be subject to heavy taxation—as much as 40 percent or more.

Every gift matters. Make yours today.

retirement