Charitable Remainder Trusts

A Charitable Remainder Trust (CRT) with Notre Dame allows you to receive steady income for life or a set term of years while ultimately supporting the University. With a minimum gift of $100,000 in cash, securities, or other assets, the trust is invested in the Notre Dame Endowment, growing with no direct trustee or investment fees. You’ll receive annual payments from the trust, an immediate partial tax deduction, and the ability to designate your future gift to a specific priority or leave it unrestricted—creating income, tax benefits, and a lasting legacy.

Ways to Contribute

• Cash
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  Cash

  Cash donations to the University of Notre Dame aren't just for immediate needs; they can also fund various planned giving options.

  You can make an outright gift of cash in several ways:

  Online: Use the secure online donation form.
  Phone: Call (574) 631-5150 with your credit card details.
  Mail: Send a check or money order, indicating any specific purpose in the memo or an accompanying letter.
  Wire Transfer: Contact Donor Services at (574) 631-5150 or givegift@nd.edu for instructions.

  For year-end tax planning, remember that mailed checks postmarked by December 31st qualify for a deduction in that tax year.

  Provides multiple giving methods—online, by phone, mail, or wire transfer—and includes guidance for year-end tax planning, noting that donations postmarked by December 31st count for that tax year. 

  Contact information is provided for donor assistance.

• Real Estate
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  Real Estate

  A gift of real estate allows you to turn property—such as a home, vacation property, or land—into meaningful support for the University of Notre Dame while potentially avoiding capital gains tax and receiving a charitable income tax deduction.

  Real estate gifts are typically made by transferring ownership through a deed, with the gift value based on the property’s fair market value as determined by an independent appraisal. If the property carries a mortgage or other debt, or if you have questions about capital gains tax considerations, our team is available to help you explore your options.

• Securities
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  Securities

  The simplest way to transfer securities, such as stocks, to Notre Dame is through a depository trust company (DTC) transfer. For more information on how to transfer securities or to make a gift of securities, please contact Allison Thornton at 574-631-2591 or acullers@nd.edu. Please have the following information available when you call:

  • The name and type of securities to be gifted (public, restricted, mutual fund, etc.).

  • The number of shares you intend to gift.

  • The date you intend to make the gift.

  • How you would like the gift directed.

  • Your name and address.

  Complete instructions on making a gift of securities