Boris MeditchThree-Generation Legacy Inspires Giving
When Boris Meditch '42 followed his older sister, the late Janet Meditch Rommel '38, to Northwestern University, he never imagined that they were beginning a three-generation Meditch legacy and enduring connection to the University. Read more »


Gary Chalus and RuthPsychology Graduate’s Northwestern Direction Led to Unexpected Career
Gary Chalus credits Northwestern with much of his success in market research, and has included the University in his estate plan as a way to say thanks. Read how his gift will impact future students. Read more »


Laurence DavisA Piano Scholar Leaves a Musical Legacy
Northwestern University Professor Emeritus Laurence Davis, a professional solo and collaborative pianist, longtime Henry and Leigh Bienen School of Music educator, and former associate conductor/principal accompanist for Lyric Opera of Chicago, left a lasting legacy at Northwestern when he passed away in April 2015. Read more »


PflughauptsA Career in Legal Publishing Inspires Support for the University Libraries
Eugene Pflughaupt '50 can trace many of the achievements of his life back to Northwestern, from his six-decade marriage to his late wife, Margery '50, to his successful career in sales. Read more »


DessieCreating a Northwestern Legacy
A generous bequest from the late Dessie M. Black '43 provides scholarships for Weinberg College students, continuing support for areas about which she was most passionate. Read more »


Roycealee J. WoodEnsuring Access to Education Through Scholarships
As a supporter of Northwestern for over 40 years and platinum member of NU Loyal, Mrs. Roycealee J. Wood is helping improve the future through scholarships. Read more »


Drew and Noni SenyeiExcellence for the Next Generation of Northwestern Students
Andrew “Drew” Senyei’s ability to blend his scientific background with his entrepreneurial aptitude was first evident as a young medical student at the Feinberg School of Medicine. Read more »


Warren and Karen HaugWalking the Talk
Warren and Karen Haug have mentored and guided McCormick students for more than 15 years. Learn how the couple is now supporting future generations of students... Read more »


Christine and William RobbCollege Sweethearts Honor Block Museum
Christine ’66 and William Robb III ’66 ensure future support for student-centered art programs through a gift of retirement plan assets. Read more »


Ted SpakTed Spak ’53, ’56 JD, ’02 GP Supports Alma Mater Through Bequest
Theodore “Ted” Spak’s connection with Northwestern dates back to 1950, when he enrolled in the College of Commerce. The Chicago native earned his undergraduate degree... Read more »


Jim WardA Solid Foundation for the Future
As managing editor of the Daily Northwestern during World War II, James “Jim” R. Ward ’42, ’47 MS published articles that currently stand as an invaluable archive... Read more »


Martha SymondsLeading by Example: Investing in the Future of Education
Martha Symonds’s mother, a 1920s graduate of Northwestern, encouraged Martha to take advantage of the excellent educational opportunities at Northwestern’s School of Education. Read more »


Don PerkinsLifelong Income, Life-Changing Opportunity
Northwestern University Life Trustee Don Perkins grew up in a single-parent household and attended a high school where only 10 percent of students went on to college. Read more »


Dori and Rollin ReiterGiving Back, Receiving a Greater Return
Over the years, Dori and Rollin Reiter have contributed financial support to the areas within Northwestern that are most important to them. Read more »


Jack Frable (FSM59, GFSM60, 64) and Mary Ann Smith Frable (FSM59, GFSM64)Perfect Timing for Charitable Gifts Through IRAs
The stars aligned when Jack Frable ’59 MD, ’60 GME, ’64 GME, ’97 P and Mary Ann Frable ’59 MD, ’64 GME met during their first year in medical school. Read more »

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A charitable bequest is one or two sentences in your will or living trust that leave to Northwestern a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Northwestern [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Northwestern or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Northwestern as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Northwestern as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Northwestern where you agree to make a gift to Northwestern and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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