Gift Planning

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

Gift-Replacement Life Insurance

How it works

	You create a gift plan like a Charitable Gift Annuity or a Unitrust that will pay you income for your lifetime.
	You also create a life insurance policy, naming your children or other heirs as beneficiaries. The amount of the death benefit equals the contribution you made to create your life-income gift.
	You pay the premiums for the policy from the income you are receiving from your life-income gift.
	At your death, Notre Dame receives the remaining balance of your gift plan and your heirs receive cash in the amount of your original gift.

Benefits

• You make a significant gift to Notre Dame with no negative effect on your family's financial security.
• After your gift, your estate is replenished for the benefit of your heirs.
• No new assets are required to pay for this replacement: tax-savings from the charitable deduction plus income you receive from your new gift plan pay the premiums.
• Donors with large families or children who will need long-term assistance can consider helping Notre Dame at a level they never thought possible.
• One asset can do the work of two: make a gift to Notre Dame, and provide an equal benefit to your heirs.

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