Include NDES in Your Will

The Notre Dame Circle is NDCL's group of planned and estate giving donors. A planned gift, a deferred gift from your estate, to Notre Dame Schools makes a lasting impact on current and future generations of Notre Dame students.

In most cases, estate gifts are directed to Notre Dame Schools Endowment.

An Estate Gift is a deferred, marketable asset that Notre Dame Schools receives after your lifetime when your will and estate are settled. This is not a gift from your current cash flow. Some common examples of Estate Gifts are:

• Bequest: A few sentences in your will that indicates Notre Dame Schools as the recipient of a percentage of, or a certain amount of cash, securities or property from your estate. After your lifetime, Notre Dame Schools receives your gift.
  
  
• Life Insurance: If you have a paid-up insurance policy the proceeds, or a portion of it, may be given to Notre Dame Schools via a cash gift.
  
  
• IRAs and Retirement Fund Assets: After your lifetime any funds left in these accounts that are left to family members and friends are subject to taxes. By listing Notre Dame Schools as a beneficiary, these taxes can be reduced or eliminated.
  
  
• Charitable Remainder Trust: Names one or more beneficiaries of your estate for a period of time, after which the assets go to Notre Dame Schools.

We suggest that you consult with your attorney and/or tax advisor to determine which type of Estate Gift fits your needs best.

Steps in making an estate gift to Notre Dame Schools:

• Notify your attorney or financial adviser your intent on making a gift through your estate. They can help you determine which type of estate gift is right for you, including special tax advantages to you and any living beneficiaries.
  
  
• Update your will to include “Notre Dame Schools” as a beneficiary.
  
  
• Complete the Estate Provision Intention form and mail to the NDCL Advancement Office, 13000 Auburn Road, Chardon, OH 44024

Questions or More Information

For more information contact Keven Krajnak `98, Director of Advancement, at (440) 279-1068 or Keven Krajnak.