Life Income Gifts

A life income gift allows you to receive income (often an increased income) while making a gift to NDSU. In addition, life income plans can offer an immediate charitable deduction, avoidance of capital gain taxes, investment diversification, and professional management at no cost. Our gift planning staff is available to assist volunteers, donors, and their advisors in establishing life income plans.

NDSU offers a number of plans

Gift annuities

A gift annuity is a simple contract between a donor and NDSU. In exchange for a gift, the NDSU Development Foundation will pay a fixed and guaranteed income. Income payments may be received immediately for life, deferred to a future date, or increased at a predetermined rate.

Charitable remainder trusts

A charitable remainder trust is an individually managed trust that may be tailored to the specific needs of the donor or designated beneficiaries. These trusts can be structured to provide income for life or for a term of years. Moreover, the trust assets can be managed for income or growth, depending on the beneficiary's/donor's needs. Charitable remainder trusts can accept a broad range of gift assets and are popular because of their flexibility.

If you would like to receive more information about life income gifts or a full description of the campaign's goals, please e-mail Scott Barrett or call us at 701-231-6837 or 1-800-279-8971.

You can write to us at:
NDSU Development Foundation
1241 N. University Dr.
Fargo, ND 58102