Save Heartache With One Step

Think about how many places you have money saved. They may include:

• Checking accounts
• Insurance policies
• Retirement plans

Now ask yourself: When I set up these accounts, did I remember to add a beneficiary? If so, did I tell that person?

Naming a loved one as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to protect them in the future. You can also name Northwestern University as a beneficiary.

Unfortunately, many beneficiaries are not aware that they have been named to receive a gift. Informing them helps preserve your intentions and avoid hassle and confusion.

Protect the people and causes you love by following this simple step: Alert your beneficiaries that you have a life insurance policy or have named them as a beneficiary of a retirement plan. Share the location and details of the policy or plan with them.

As you update your beneficiary designations, consider making a gift of a life insurance policy or retirement plan to Northwestern. Doing so allows the University to plan ahead as it continues to education the best and the brightest leaders and innovators.

We Want to Hear from You

If you have already named Northwestern as beneficiary of a life insurance policy or retirement plan assets, please contact Northwestern Gift Planning at 800-826-6709 or giftplanning@northwestern.edu today.