Planned Gifts or Gifts of Property

Planned or deferred gifts

Planned, or deferred, gifts can provide significant benefits to you and your loved ones now and in the future, while offering financial support for Notre Dame for generations to come. Some popular planned giving vehicles include bequests, gifts of retirement assets, gifts of life insurance, charitable gift annuities, deferred gift annuities, charitable remainder annuity trusts, and charitable remainder unitrusts.

The Office of Gift Planning will work with you and your financial advisors to create a gift plan that works for you. For more information, please contact Janet Jessup, assistant director of gift planning, at (574) 631-2661 or jjessup@nd.edu.

Gifts of Real Estate

Gifts of appreciated real estate can confer significant tax benefits on the donor, particularly if returns from the property are modest compared to the capital gains tax that would be levied if the property were sold. Donors of appreciated real estate may be able to deduct the full market value of the property.

Gifts of real estate are subject to various legal regulations. For more information, please contact Janet Jessup, assistant director of gift planning, at (574) 631-2661 or jjessup@nd.edu.

Gifts in Kind

Over the years, many individuals have donated artwork, book collections, and other valuable personal property to the University. The Hesburgh Libraries and Snite Museum of Art, in particular, have benefited dramatically from gifts in kind.

Gifts of tangible personal property are subject to various legal regulations. For more information, please contact Janet Jessup, assistant director of gift planning, at (574) 631-2661 or jjessup@nd.edu.

Please note: The University of Notre Dame is an educational institution and does not provide tax, legal, or financial advice. Any document or information shared by our staff is intended to be educational. We strongly encourage donors to seek counsel from their own legal and financial advisors. Please be aware than any information or documents shared by our staff cannot be used to avoid tax-related penalties.

Questions? Please contact us.