Create a Legacy That Will Transform Students' Lives

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Welcome to your resource for charitable gift planning! We are pleased to tell you about the many ways you can help advance Northwestern while receiving tax savings and other benefits. Below is a series of links that may be helpful as you consider giving options that are right for you.

Pending IRA Charitable Rollover Legislation
Legislation to reinstate the IRA Charitable Rollover for 2014-15 is currently pending in Congress with more information expected in early December. Should the legislation be re-enacted, this website will be updated.

If you would like to make a distribution from an IRA now, with the knowledge that the legislation may not take effect, please contact the Office of Gift Planning.

Planning Tools
Did you know you can make a gift while also receiving lifetime income?
Compare giving options that meet your objectives.
Learn how you can accomplish your philanthropic and estate planning goals at any age.
Use this interactive tool to calculate the income and tax benefits you may receive by making a planned gift to Northwestern.

One of the easiest and most popular ways to provide for Northwestern is including the University in your will or trust. Please feel free to download our sample bequest language and share it with your attorney or financial advisor. If you would like to designate your gift to a specific area or purpose, please contact a member of our team. We are happy to draft specific language for you and assist with any of your planning needs.

Also, sign up to receive Northwestern Matters, our gift planning newsletter, to learn more about our donors and alumni. You can also choose from a selection of popular articles on helpful estate planning topics. If you prefer to receive information via email, you can sign up to receive our eNewsletter.

We would be happy to discuss giving options that honor your philanthropic goals and meet your financial needs. For more information or to schedule a time to meet, please contact our team. We look forward to hearing from you!

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