Wills and planned gifts

By remembering Northwestern in your estate plans, you not only help ensure Northwestern’s future— you benefit from significant tax savings as well. Those who include Northwestern in their planned giving are eligible for membership in our Heritage Society.

Planned gifts include:

  • Charitable gift annuities
  • Charitable lead trusts
  • Charitable remainder trusts
  • Gifts of property with retained life estate
  • Life insurance
  • Living trust bequests
  • Retirement plan assets
  • Will bequests

Several planned giving options not only offer significant current tax deductions, but also provide the donors with guaranteed lifetime income. Learn more about planned giving.