If you are passionate about supporting Northwestern, even after your lifetime, a beneficiary designation is an easy, impactful gift for you to consider. You simply contact your retirement or life insurance plan administrator and request a beneficiary designation form. Then, name Northwestern as a beneficiary to receive retirement assets or life insurance proceeds after your lifetime. The form provided to you is entirely separate from your will.
Not only is it an easy way to give, but it is also flexible—you are not locked into the choices you make today. You can review and adjust beneficiary designations at any time.
Continue Change with a Gift
When Martha and her mother attended Northwestern, the School of Education and Social Policy was a traditional school of education focused primarily on school-based learning and teacher training. Today, it has transformed into a school with an expanded mission, innovative programs, and far-reaching impact. In gratitude for the transformative nature of both her mother’s education and her own, Martha elected to designate SESP as a beneficiary of her retirement plan
“Many Northwestern alumni are regular people like me who have worked hard throughout their lives. You don’t have to be enormously wealthy to give to the University—by naming Northwestern the beneficiary of a retirement account, you can make a significant gift,” Martha says.
See How a Beneficiary Designation Works
Learn How to Fund It
You can name us beneficiary of the following assets:
- Contact Northwestern Gift Planning at 800-826-6709 or firstname.lastname@example.org for additional information on beneficiary designations and how they can help support Northwestern with our mission.
- Talk to your financial or legal adviser to learn which assets will or will not trigger taxable income when paid to a beneficiary.
- If you name Northwestern in your plans, please use Northwestern’s legal name and federal tax ID number.
Legal Name: Northwestern University
Address: 633 Clark Street, Evanston, Illinois 60208
Federal Tax ID Number: 36-2167817
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
This is not legal advice. Any prospective donor should seek the advice of a qualified estate and/or tax professional to determine the consequences of his or her gift.
Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association.