Deferred-Payment Gift Annuity

 

Deferred-Payment Charitable Gift Annuity Diagram

 

How It Works

  1. Transfer cash or other property to Notre Dame
  2. Notre Dame guarantees to make lifetime payments—for up to two annuitants—beginning at a future date of your choosing

 Benefits

  • Guaranteed payments for life that are favorably taxed
  • When gift is funded with cash, part of payment will be tax-free
  • When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
  • Federal income-tax deduction for a portion of your gift
  • Gift will provide generous support for Notre Dame

More Information

Contact Us

Greg Dugard
Senior Director
Office of Gift Planning
Ph: (877) 631-8631
Fax: (574) 631-8325
gdugard@nd.edu

 

University of Notre Dame
Eddy Street Commons at Notre Dame
1251 N. Eddy Street, Suite 300
South Bend, IN 46617

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