|
||||||||||||||
|
IRS Allows Donors to Participate in the Notre Dame Endowment
In December 2006, Notre Dame joined a handful of elite universities—including Harvard, Stanford, and MIT—for which the IRS has permitted qualified charitable remainder trusts to be invested in such a manner as to earn the net rate of return of the Notre Dame endowment.
Under the IRS ruling, qualifying trusts could benefit from investment practices that have resulted in the Notre Dame endowment’s 14.8 percent annualized rate of return over the past 10 fiscal years. This ruling could mean significant personal growth potential for investors, as the Notre Dame endowment is invested in a diversified pool of assets that are rarely available to the average investor or mutual fund manager. The graph below shows the performance profile of the Notre Dame endowment over different periods:
Notre Dame Endowment Performance Profile
(6/30/07)
Learn more about charitable remainder trusts invested in the Notre Dame endowment.
Questions? Please contact:
Greg Dugard
Senior Director
Office of Gift Planning
1100 Grace Hall
Notre Dame, IN 46556-5612
Phone: (574) 631-5776
Fax: (574) 631-6957
gdugard@nd.edu
Meet Other Planned Gift Donors
Benefits of Badin Guild Membership