National University




Planned Giving

Have you considered making a gift to National University?

Planned Giving is a way for you to help National University to continue to provide an innovative, unique, and efficient learning environment for its future students. The goal of National University’s Planned Giving Program is to offer guidance and opportunity to you in selecting appropriate ways that benefit both your family and your University.

Not sure which option is best for you? Review our Planned Giving Guide.

There are 3 types of charitable gifts you can make:

Gifts you make now

  1. Outright gift of cash
  2. Outright gift of investment assets
  3. Outright gift of tangible personal property, ie. artwork, jewelry, antiques
  4. Outright gift of Real Estate

Gifts you make in your estate

  1. Bequest in Will or Trust
  2. Life Insurance Proceeds
  3. Retirement assets

Gifts you make in partnership with NU

  1. Charitable Remainder trust
  2. Charitable Lead Trust

Gifts you make now

Outright gift of cash - Simply write a check or use your credit card to make a gift. Credit card gifts may be done through this secure website. Current income tax donation for gift.

Outright gift of investment assets – Contact your brokerage firm or investment advisor and direct them to transfer title to an investment asset to National University.

Outright gift of tangible personal property, ie. artwork, jewelry, antiques – Outright gifts of tangible personal property can be very rewarding gifts for NU and may have tax benefits for you as well. Please contact an NU development representative to discuss any gifts of tangible personal property you may be considering.

Outright gift of real estate – Outright gifts of real estate can be exciting gifts for NU and also have income tax benefits for you. There are many considerations that must be discussed regarding a gift of real property. An NU development representative would be happy to discuss gifts of real estate with you.

Gifts you make in your estate

Bequest in Will or Trust – a bequest naming NU in your Will or Trust is an excellent way to remember NU without using current assets that you may need in the future. It is common for donors to name NU as a beneficiary of either a specific dollar amount or a percentage of your total estate.

Bequests can be either to the NU general fund or carry restrictions that the bequest be used for specific programs or fields of study. Below is sample bequest language that may be used to remember NU in your estate:

Unrestricted gift

I give

  • ($_______) or
  • (_____% of the remainder of my estate)or
  • (Specific property____________) to

National University, located at 11255 North Torrey Pines Road, La Jolla, CA 92037, for its general use and purposes. National University’s tax identification number is _________________.

Restricted gift

I give

  • ($_______) or
  • (_____% of the remainder of my estate) or
  • (Specific property____________) to

National University, located at 11255 North Torrey Pines Road, La Jolla, CA 92037, to support (designation of program, purpose or restriction). National University’s tax identification number is _________________.

Life Insurance Proceeds - Many people purchase life insurance when their children are young to be sure there are ample funds to take care of their family in the event of an untimely death. However, as your family grows and becomes independent, the need for all or part of the proceeds may be reduced. This is a great time to add National University as a beneficiary of all or a portion of your life insurance proceeds. Your gift of life insurance proceeds may be a dollar amount or a percentage of your proceeds.

Contact your insurance company or agent to obtain the proper forms to change your beneficiary designation.

To name NU you will need the following information:
National University
11255 North Torrey Pines Road
La Jolla, CA 92037
Tax Identification Number:____________________

Retirement assets – Retirement assets make excellent gifts to non-profits like NU. In order for your heirs to access such funds they would pay tax upon the proceeds they withdraw from the retirement plan. Since NU is a non-profit organization it may withdraw all of the proceeds and all income tax would be avoided. In addition, if you have a taxable estate, no estate tax would be due on the gift to NU.

Gifts you make in partnership with NU

Charitable Remainder trusts (CRT) - A charitable remainder trust is an excellent way to make a gift to NU and still receive income during lifetime or for a selected number of years. There are two basic types of CRTs, an Annuity Trust and a Unitrust. Within each type, there is also a significant amount of flexibility. It is important that you work with your estate planning advisor as well as NU to determine the best choice for you.

As a first step, see if any of the benefits below interest you.

Annuity Trust

  • You would like more future income.
  • You want a fixed income you can count on.
  • You own low-yield assets that are worth more now than when you purchased them.
  • You want a higher current income without incurring up-front long-term capital gains taxes.

Unitrust

  • You would like more future income.
  • You want payments that hopefully keep up with inflation, and you don't mind if the payments vary from year to year.
  • You own low-yield assets that are worth more now than when you purchased them.
  • You want a higher current income without incurring up-front long-term capital gains taxes.
  • You like the idea that additional assets can be added to the trust during your lifetime.

Charitable Lead Trusts (CLT)

A charitable lead trust is a great way to support NU currently, and still provide for your heirs upon your death or as a gift after a selected number of years. It is an excellent opportunity to provide a steady stream of income to NU with potential current tax benefits. The best time to establish a CLT is while interest rates are low, as they are now.

A CLT may be the perfect giving vehicle for you if:

  • You want to provide ongoing support to NU for a period of time.
  • You want to provide a tax advantaged gift or bequest to your heirs.
  • You do not currently need the assets transferred to the CLT, but would ultimately like your heirs to receive the assets.
  • You and your heirs would benefit from estate, gift or income tax relief.
Planned Giving

National University is a member of the National University System.