Planned Gifts

Together, you, your financial advisors and National-Louis staff can work to develop a comprehensive way to meet your individual financial goals – and make a gift to National-Louis.

How you may benefit from a planned gift:

• Produce income for you and/or another for life
• Reduce income and estate and gift taxes
• Reduce or eliminate capital gains tax
• Transfer assets to family at reduced estate and gift tax
• Support National-Louis University and its students

How you can make a planned gift:

You can make a planned gift in a variety of ways, click the links below to learn about different types of planned gifts:

• Charitable Gift Annuities
• Deferred Charitable Gift Annuities 
• Charitable Remainder Trusts
• Charitable Remainder Annuity Trust
• Charitable Remainder Unitrust
• Charitable Lead Trust
• Estate Bequests 
• General bequest
• Specific bequest
• Residual bequest
• Life insurance
• Appreciated Securities

The Director of Planned Giving can assist you in choosing the appropriate option to meet your philanthropic and financial goals.                                                                 

For more information about Planned Giving, please contact: