Gift Planning

Personal Gift Illustration

It takes time and effort to create an effective plan for the future. We would like to help by creating a personal profile of a gift plan that will best suit your needs and goals.

To receive information on how planned gifts can benefit you and your family, complete the form below and click the send button. Your request is strictly confidential and non-obligatory.

I want to explore gifts that provide income to me and/or my beneficiaries:

	Charitable Gift Annuity
	Deferred Gift Annuity
	Charitable Remainder Unitrust
	Please provide birthdates of potential income beneficiaries:
	Beneficiary #1
	Beneficiary #2

I want to explore:
	How to make a Bequest
	Ways to give Real Estate
	Making a gift of Retirement Plan Assets or Appreciated Securities
	Making a gift with Life Insurance
	Gifts of Partnership Interests, Closely-Held Stock, or other Personal Property

	I'm not sure which gift plan works best for me. Please contact me.

Name *
Street address	Daytime telephone with Area Code
Apt. or Suite	Email *
City *	Fax
State *
Zip
Other Comments

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

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