Gift Planning

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

Charitable Lead Trust

How it works

	You contribute securities or other appreciating assets to a charitable lead trust.
	The trust makes annual payments to Notre Dame for a period of time.
	When the trust terminates, the remaining principal is paid to your heirs.

Benefits

• The present value of the income payments to Notre Dame reduces your gift/estate tax.
• All appreciation that takes place in the trust goes tax-free to your heirs.
• The amount and term of the payments to Notre Dame can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
• You have the satisfaction of making a significant gift to Notre Dame now that reduces the taxes due on transfers to your heirs 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