There are a variety of ways to make a significant gift to the campaign. This page illustrates some of the ways in which you can fulfill your philanthropic interests and perhaps advance your personal and estate-planning objectives while providing support for the campaign.

Gifts of Cash

Support through cash and/or check shall be accepted regardless of their amount. All checks shall be made payable to Notre Dame. Any checks made payable to an employee, agent, or volunteer of the organization will not be accepted as a gift to the organization.

Gifts of Publicly Traded Securities

All securities that are traded on the New York and American Stock Exchanges, the NASDAQ, and other major U.S. exchanges shall be accepted. The value of a gift of regularly traded securities will be the mean of the high and low of the stock(s) or bond(s) on the day the transfer is effected by the donor to the organization.

Gifts by Bequest

Cash bequests represent an important potential source of gifts. Direct, unencumbered bequests provide Notre Dame the full value of the bequest and provides the testator’s estate with a charitable deduction for the same value. Attempts shall be made to discover bequest plans whenever possible in order to determine whether inappropriate non-cash items have inadvertently been left to the organization so the donor can be advised how to conform his or her plans to Notre Dame’s policy.

There are four ways that a bequest can be made to Notre Dame:

  • A fixed amount of cash or securities or a percentage of the estate can be given.
  • In a residual bequest, after other beneficiaries receive a designated portion of the estate, the remainder of the estate is left to Notre Dame.
  • A contingent bequest can be made where Notre Dame will receive a portion of the estate only if the named beneficiaries predecease the maker of the bequest. This form is often selected by those who must provide for young families.
  • A testamentary trust bequest creates a trust and the income or a stated amount is paid to the beneficiaries. On their death, Notre Dame receives the use of the gift. This option may actually increase life income for beneficiaries, since it reduces the amount of the estate subject to estate taxes.

Gifts by Charitable Remainder Trusts

Charitable Remainder Trusts are separate legal entities, and their obligations are limited to their assets. Trusts file their own returns and make all payments from their assets and must have a federal trust number, making payments to beneficiaries under strictly hierarchical rules.

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