An estate gift is a meaningful way to leave a lasting impact on Notre Dame, shaping the student experience for generations. By including Notre Dame in your estate plans through instruments like wills or living trusts, you can maximize your philanthropic goals, and possibly, minimize estate tax burdens. You can create a lasting legacy at the University of Notre Dame by making an estate gift of various assets, including cash, real estate, marketable securities, retirement plan assets, or life insurance policies. If you’ve already made arrangements, we encourage you to share your intentions so we can honor your generosity and plan for the future.
How it Could Look
Eleanor, a proud Notre Dame alumna, chose to leave a percentage of her estate to the University to support scholarships for first-generation students in the Mendoza College of Business. This planned gift allowed her to retain full control of her assets during her lifetime with the flexibility to adjust her intentions. Upon her passing, her bequest will provide vital financial aid, empowering talented students to pursue their dreams at Notre Dame while securing her legacy of impact.
Next Steps
1 Contact Notre Dame Gift Planning
Contact the Notre Dame Office of Gift Planning at giftplanning@nd.edu or 574-631-7164 so we may serve as your planning partner in discussing your thoughts and ideas for naming the University as a beneficiary of your will or trust.
2 Seek Legal Counsel
Seek legal counsel to include a provision for the University within your estate planning documents.
3 Inform Notre Dame
Inform the University of your plans so we can welcome you as a member of the Badin Guild and ensure your intentions for your legacy are carried out when your gift is received.