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For Professional Advisors

Important Tools

  • Plan-a-Gift
  • Compare Gift Plans
  • Goals and Benefits
  • Personal Calculators

Gifts Anyone Can Afford

  • Appreciated Securities
  • Bequest
  • Life Insurance
  • Retirement Plans
  • Real Estate
  • Personal Property

Gifts That Pay You Income

  • Charitable Gift Annuity
  • Deferred Gift Annuity
  • Annuity Trust
  • Unitrust
  • Pooled Income Fund

Gifts That Protect Your Assets

  • Charitable Bargain Sale
  • Charitable Lead Trust
  • Retained Life Estate

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

Please feel free to contact us directly for information or assistance on a confidential basis.

Legal Name: Northeastern University

Tax I.D. Number: 04-1679980

Incorporated In: Boston, MA


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2012 VirtualGiving

The material presented on this website is not offered as legal or tax advice.
Read full disclaimer | Planned Giving Content © 2010 VirtualGiving


Michael Winston, BA’10, and his family have included Northeastern in their long-term financial planning.

Building Better Futures

Academic excellence, community, and each other: Thomas and Carol Kerr discovered this and more at Northeastern. Now, with a thirty-six year marriage, a global network of Husky friends, and four Northeastern degrees between them, the Kerrs are providing for the very institution that gave them a future.

>> Read more

 

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