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Charitable Gift Annuity

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Make a Gift that Gives Back

A Charitable Gift Annuity (CGA) is a gift that provides financial security for you or a loved one, while ensuring future resources for Notre Dame. Simply make a gift of cash or publicly traded securities to Notre Dame, and in return, the University agrees to make fixed payments to you and/or a designated beneficiary for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
ND
Charity image

Enjoy Attractive Benefits

  • A lifetime of fixed payments, backed by the University's full assets. Thanks to prudent financial management, Notre Dame holds a credit rating of "Aaa" from Moody's Investor Service.
  • An immediate income tax deduction for a portion of your gift.
  • Annuity payments are generally treated as part ordinary income, part capital gains income, and part tax-free income, if appreciated assets are used to fund the CGA.
  • The satisfaction of creating a legacy and having a lasting impact on the world's premier Catholic university.

How a Charitable Gift Annuity Works

A charitable gift annuity is a way to make a gift to support the University of Notre Dame.

  1. You transfer cash or publicly traded securities to the University of Notre Dame. A gift of $20,000 or more is required to fund a charitable gift annuity at Notre Dame.
  2. In exchange, Notre Dame promises to make fixed payments to you for life. The fixed payments are determined at inception based on your age, and a portion of each payment will be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. The annuity remainder may be designated for a particular priority at Notre Dame or may be applied by the University to an area of greatest need.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax.

Current charitable gift annuity (payments begin within one year). With a current gift annuity, you may transfer cash or publicly traded securities in exchange for Notre Dame's promise to pay you fixed payments beginning as early as this year. You will receive an income tax charitable deduction this year for the value of your gift to the University of Notre Dame.

Deferred charitable gift annuity (for payments at future date). Perhaps you would like to receive payments on a future date, such as when you retire. With a deferred gift annuity, you establish the gift annuity today, receive a charitable income tax deduction this year, but defer the payments until a designated date sometime in the future. Best of all, because you deferred the payments, your annual payment will be higher when the payments start than they would have been with a current gift annuity.

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If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

Your investment in a Notre Dame Charitable Gift Annuity will also qualify you to become a member of the Stephen Theodore Badin Guild, a giving society established to honor all those who make Notre Dame a part of their personal legacy by creating a planned gift. Contact us to learn more about becoming a member of the Badin Guild and Badin Guild member experiences.

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