Gift Planning

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

Charitable Remainder Unitrust

How it works

	You transfer cash, securities or other appreciated property into a trust.
	The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.
	When the trust terminates, the remainder is used by Notre Dame as directed by you.

Benefits

• You qualify for an immediate income tax deduction for a portion of your contribution to the unitrust.
• You bypass capital gains tax on appreciated assets you contribute.
• If you wish, Notre Dame can serve as trustee, and therefore, bypass management fees.
• If Notre Dame is the trustee and sole beneficiary of the trust, the trust can grow at the rate of the Notre Dame Endowment. Learn More
• You or your designated beneficiaries receive income for life or a term of years.
• You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
• You have the satisfaction of making a significant gift that benefits you and Notre Dame.

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