Gifts That Cost You Nothing Now
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Gift in Your Will
A gift in your will is one of the easiest ways to create your legacy with the Sisters of Notre Dame.
Costs you nothing now to
give in this way;
You can alter your gift or change your mind at any time and for any reason;
Your gift will create your legacy of fostering an informed and active citizenry.
General gift in your will
Residual gift in your will
Specific gift in your will
Contingent gift in your will
Gift by Beneficiary Designation
An Easy ‘No-Cost-Now’ Way to Give
It’s easy to put your bank accounts, retirement funds, savings bonds, and more to use in creating a world impacted by the Sisters of Notre Dame, and it costs nothing now.
By naming the Sisters of Notre Dame as a beneficiary of these assets, you carry out God’s work and impact lives for future generations. Your gift could provide education, material and spiritual care to individuals at home and around the world.
Reduce or eliminate taxes on retirement assets;
Reduce or avoid probate fees;
No cost to you now to give;
Create your legacy with Sisters of Notre Dame.
To name the Sisters of Notre Dame as a beneficiary of your retirement plan, contact your bank or insurance company to see whether a change of beneficiary form must be completed.
How to change a beneficiary designation:
Login to your account or request a Change of Beneficiary Form from your custodian (the business holding your money or assets).
Follow the links to change your beneficiary or fill out the form.
Be sure to spell the name of our organization properly:
Sisters of Notre Dame.
Include our tax identification number: 34-4428251.
Save or submit your information online or return your Change of Beneficiary Form.
Bank accounts, CDs, brokerage accounts, and commercial annuities:
This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals. The next time you visit your bank, you can name the Sisters of Notre Dame (Tax ID: 34-4428251) as the beneficiary of a checking or savings bank account, a certificate of deposit (CD), or a brokerage account. When you do, you’ll take a powerful step toward impacting the world with the Gospel, care and compassion.
Retirement funds gift:
You can simply name the Sisters of Notre Dame as a beneficiary of your retirement plan to create your legacy of doing His work.
If you have bonds that have stopped earning interest and you plan to redeem them, you might owe income tax on the appreciation. That could result in your heirs receiving only a fraction of the value of the bonds in which you invested. Since the Sisters of Notre Dame is a tax-exempt organization, naming us as a beneficiary means that 100% of your gift will go toward providing for those in need.
Donor-Advised fund (DAF) residuals:
What remains in a donor-advised fund is governed by the contract you completed when you created your fund. When you name the Sisters of Notre Dame as a “successor” of your account or a portion of your account value, more people will be empowered by our education programs, missions and charism.
Your Giving Toolkit
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This information is not intended as legal, accounting, or other professional advice. For assistance in planning your gift(s), please consult a lawyer and/or financial advisor for professional advice.