Gift Planning

Discover the satisfaction and benefits of planning a gift with Northeastern University!

Welcome to Northeastern University’s gift planning site. We hope you will enjoy exploring how you can help Northeastern through a bequest, charitable remainder trust, gift annuity or retirement plan. Below are some frequently asked questions about gift planning. If your question is not answered here, don't hesitate to contact us.

What is a planned gift?
A planned gift is a gift that benefits Northeastern at some future point in time, as compared to an outright gift that provides funds immediately used by the University (such as an annual gift to the Northeastern Fund).

Many types of planned gifts also provide important financial benefits, such as lifetime income and tax savings.

There are two basic kinds of planned gifts:

1.	Gifts that create an income stream:
	- Charitable gift annuities
	- Deferred charitable gift annuities
	- Charitable remainder trusts
2.	Gifts that are funded at death:
	- Bequests
	- Retirement plans

Who plans a gift?
Anyone interested in combining charitable and financial goals through a gift to Northeastern should explore planning a gift. Some planned gifts have special benefits for individuals approaching retirement age.

>> Read about real-life examples of planned giving.


How can I make a planned gift?
To make a planned gift, contact:

•	Elizabeth Hill, Senior Associate Director of Gift Planning el.hill@neu.edu

What are the benefits of planning a gift?

•	Personal satisfaction of supporting Northeastern
•	Membership in the Frank Palmer Speare Society
•	Reduced income, capital gains and estate tax
•	Unlocked earning potential of low-yielding assets
•	Removal of estate assets