
For Professional Advisers
As an adviser, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, Northwestern shares your values and takes the same care helping alumni and friends plan charitable gifts to the University. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisers
Legal Name: Northwestern University
Legal Address: 633 Clark Street, Evanston, Illinois 60208
Federal Tax ID Number: 36-2167817
Sample Bequest Language
Gift Illustrator
Stock Transfer Information
Partner with Northwestern
We understand that gifts to Northwestern can be an important part of your clients’ overall financial and estate plans. The Office of Gift Planning is committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisers, and our gift planning staff—all working together to arrange the best gift possible.
Information contained herein was accurate at the time of posting. 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 any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: 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. Oklahoma residents: 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. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
Northwestern does not offer charitable gift annuities in all states, so please contact us to determine eligibility.