Giving > Gift Planning

Achieving Your Goals

Ways to Give Wisely

You don't have to use cash to make a gift to Northeastern University.

	You can give appreciated securities instead, using an asset that cost you less than the tax deduction you'll get for it today.

	You can make a substantial gift to us through a transfer of residential, commercial, or undeveloped real estate.

	You can give us an interest in a closely-held or family business.

	You can give us personal property like books, artwork or equipment, and secure a charitable income tax deduction.

You can make a gift that costs you nothing during your lifetime.

	Your bequest ensures that we can meet our goals tomorrow -- without affecting your assets today.

	We offer a wise charitable alternative to the double taxation that awaits your retirement plan in your estate.

	You can turn surplus life insurance coverage into a charitable gift to Northeastern, or use a new policy to create an endowment from income instead of capital.

You can partner with Northeastern University in your giving.

	You can receive payments for life, taxed more attractively than most other income plans, if you create a charitable gift annuity.


	Deferred gift annuities offer younger donors a life-income gift that can boost their retirement earnings.

	Your gift can return income that helps you meet many family obligations with the most flexible gift plan available -- a charitable remainder unitrust.

	You can combine flexible management of your gift and a predictable, fixed-income payout with a charitable remainder annuity trust.

	You can give Northeastern your house through a retained life estate and continue to live there rent-free.

	A part-gift/part-sale transaction called a charitable bargain sale gives you a charitable deduction and cash to purchase your next home.

	You can increase your estate for your children while delivering years of income to Northeastern with a charitable lead trust.

Goals and Benefits

Your Goals

Your Strategy

Your Benefits

Maximize your deduction; minimize the gift details.

Use cash to make your gift to Northeastern.

Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on Northeastern.

Afford a larger gift to Northeastern – and avoid capital gains liability.

Give appreciated securities or bonds held over one year.

Buy low and give high – make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax.

Make a gift for Northeastern's future that doesn't affect your cash flow or portfolio now.

Put a bequest in your will (cash, specific property, or a share of the estate residue).

Today – a gift that costs you and your family nothing.

Tomorrow – an estate tax deduction.

Retain income benefits from the assets you give to Northeastern – and thus afford a larger gift.

Receive income for your lifetime; receive a charitable deduction; diversify your holdings.

Reduce high tax liability now; gain additional income later.

A larger deduction and a higher income rate than our other life-income gifts offer.

Tap one of the most valuable assets in your portfolio to make a gift to Northeastern.

Use real estate to make your gift to Northeastern.

Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn't deplete your current income.

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren.

Create a charitable lead trust which supports programs at Northeastern for a fixed, finite period with the principal going to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.

Locate an overlooked asset that you can easily give to Northeastern.

Name Northeastern as beneficiary of your retirement plan, leave other assets to family.

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs.

Make an endowment gift from income rather than capital.

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need.

Increase your ability to make a significant gift to Northeastern.

Northeastern University
Office of Gift Planning
346 Richards Hall
360 Huntington Avenue
Boston,MA 02115-5000
(617) 373-2014 | Fax: (617) 373-5519