A Gift in Your Will or Living Trust
A gift in your will or trust is a meaningful way to support Northwestern. Known as a charitable bequest, a gift in your will is a simple, flexible, and versatile way to ensure the programs and experiences that positively impacted you will continue for years to come.
You can direct your gift to a particular school or program or to the University’s general fund. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.
Click here for sample bequest language that you can use to add a gift to Northwestern in your will or trust.
A Legacy at Northwestern Law Lasts Longer Than a Lifetime
Theodore “Ted” Spak ’53, ’56 JD, ’02 GP enrolled in the Northwestern College of Commerce in 1950. Ted, whose granddaughter is also a Northwestern alumna, encourages others to consider supporting Northwestern through planned giving. “I am proud of the education that I have received and am honored to help others as Northwestern initially helped me,” says Ted.
A loyal supporter of the Law School Annual Fund, Ted established the Joseph and Sophie Spak Scholarship Fund at the Law School in 1995 to honor his parents. This year, he included the law school in his estate plans through a bequest in his will. Now, the Joseph and Sophie Spak Scholarship will support deserving Northwestern Law students in perpetuity.
See How a Charitable Bequest Works
- Contact Northwestern Gift Planning at800-826-6709or firstname.lastname@example.org for additional information on bequests or to chat more about the different options for including Northwestern in your will or estate plan.
- Seek the advice of your financial or legal adviser.
- If you include 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.