Gift Planning

Where do you want to go? Click on the gift options that interest you to learn more about how they can help you reach your goals while benefiting Notre Dame.

Cash
Maximize your charitable deduction and deliver immediate benefits to Notre Dame.

Appreciated Securities
The IRS allows one of its most significant tax breaks for gifts of appreciated securities. Learn how to transfer these assets to Notre Dame.

Real Estate
Make a substantial gift to Notre Dame through a transfer of residential, commercial, or undeveloped real estate.

Business Interest
Give Notre Dame an interest in a closely-held or family business.

Partnership Interest
Support Notre Dame by transferring interest in a real estate or oil-and-gas partnership. Contact our staff to learn what the IRS requires and how we review gift offers.

Personal Property
Donate books, artwork, or equipment and secure an income tax deduction.

Retirement Assets
You may qualify for a new incentive encouraging lifetime gifts from your IRA.

Will or Living Trust
Give to Notre Dame without affecting your cash flow during your lifetime.

Retirement Plan
Your retirement plan may be worth more when donated to Notre Dame than to your heirs.

Life Insurance
Create a significant endowment for Notre Dame without dipping into your capital assets.

Charitable Gift Annuity - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuity - Deferred
Build retirement earnings by deferring the onset of annuity payments (recommended for younger donors).

Charitable Lead Trust
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

Charitable Remainder Unitrust
Choose from several options that best meet your personal financial situation and the University's needs.

Retained Life Estate
Give Notre Dame your house and continue to live there rent-free.