Gift Planning

• Planning Your Legacy
• Goals and Benefits
• Gift Options
• Assets to Give
• Additional Resources

Gift of Appreciated Securities

How it works

	You transfer securities to Notre Dame.
	Notre Dame sells your securities and uses the proceeds as you direct.

Benefits

• You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
• You pay no capital gains tax on the securities you donate.
• You can direct your gift to Notre Dame as you choose.
• You have the satisfaction of making a significant gift now or funding a life-income gift that benefits Notre Dame later.

For more information

Email us, complete the personal illustration form, or call us at (574) 631-2661 so that we can assist you through every step of the process.

Questions? Please contact:

Office of Gift Planning
1100 Grace Hall
Notre Dame, IN 46556-5612
Phone: (574) 631-2661
Fax: (574) 631-6957
jjessup@nd.edu