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Estate Gifts

Create Your Legacy at Notre Dame

From scholarships, to academic service programs, to campus buildings, the impact of estate gifts by generous benefactors has been central to furthering Notre Dame's mission.

An estate gift of any size is quite often the most straightforward way for members of the Notre Dame family to realize their charitable goals at Notre Dame and provides an avenue for alumni, parents, and friends to impact Notre Dame beyond what would be possible during their lifetimes.

Enjoy Attractive Benefits

  • Direct a gift of any amount while retaining control of your assets during your lifetime.
  • Retain the flexibility to modify your intended gift at any point in time.
  • Create an outright gift from your estate entirely free from federal estate taxes, permitting Notre Dame to utilize the full amount of your gift.
  • Enjoy the satisfaction of creating a legacy and having a lasting impact by advancing Notre Dame's mission.

Making an Estate Gift is Simple

There are many creative ways to structure your estate plan that may allow you to make a gift to Notre Dame while also providing for your loved ones. In many cases, an estate gift may provide you with the opportunity to make a more significant gift than might have been possible in the present. An estate gift to Notre Dame may be as simple as completing a one-page form.

Estate gifts can be made to Notre Dame through your Will or Living Trust. Examples of these estate gift structures include a specific dollar amount, securities, real estate, or a percentage or residue of your estate. Another means of making an estate gift is by designating Notre Dame as a beneficiary of a retirement account or life insurance policy.

All gifts of any size are deeply appreciated and will make a lasting impact on Notre Dame.

You may specify that your estate gift benefit a particular area of the University or you may leave your gift unrestricted to allow Notre Dame to apply your gift where it will do the most good.

Leaving your estate gift unrestricted is an especially generous act, as it acknowledges that funding priorities evolve over time and demonstrates your trust in the University to steward your gift in a manner that honors your legacy.

For estate gift provisions that can be used to direct a gift to Notre Dame through your Will or Living Trust, please see our examples in this document.

Is Notre Dame Already In Your Estate Plan?

If you have already made Notre Dame a beneficiary of your estate, thank you. So that we can properly acknowledge and steward your gift, please fill out our Estate Gift Confirmation form.

How Do I Get Started?

To ensure that your wishes are carried out exactly as you intend, it is important for you to discuss your estate gift with a Notre Dame Gift Planning Officer. Our staff of experts would be honored to work with you and your advisors in creating a plan that fulfills your personal intentions and objectives.

Our Gift Planning Officers are well versed in the tax implications of planned gifts and can assist you in creating an estate gift that maximizes the impact of your gift and the tax advantages available to you and your loved ones. While estate gifts to Notre Dame are free from federal estate tax, by carefully structuring your gift, there may be ways to avoid or reduce certain other taxes as well.

Your estate gift 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.

Want to Learn More?

Download our Estate Gifts brochure or contact us today.
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