Gift Planning

Create Your Legacy Through a Planned Gift

Gift planning is simply the act of thoughtfully selecting ways to give that support Northeastern's mission while helping you meet your own personal and philanthropic goals. 

 

Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. A planned gift can also protect your assets, provide for your family, and guarantee you income for life. You can even make a significant impact through a gift that costs nothing in your lifetime (through a charitable bequest under your will).

If you have already made provisions for Northeastern University in your estate plans, or are considering doing so, we ask that you inform us so that we can officially welcome you to the Frank Palmer Speare Society. This membership aligns our most dedicated donors with one another and to the University, as well as includes them in invitations to VIP events and receptions.

For questions or more information, please visit Northeastern University's Gift Planning Website.

Featured Giving Stories:

Janet Bullard, MBA'78

Charitable Remainder Trust

Janet Bullard has never shied away from a challenge. She grew up in "absolute poverty" in her native Canada; was the only woman in her undergraduate business program; balanced a full-time job with her evening MBA studies; and forged a highly-successful career path in the rough-and-tumble financial management industry.



Janet credits Northeastern with paving the way. "Northeastern was very different, very practical. It's right in the city, not separate from people or from the world. And I think that gives it a distinct advantage."



In her gratitude, Janet has named Northeastern as a beneficiary of a charitable remainder trust established through her estate. The gift, which costs her nothing during her lifetime, is a simple arrangement with a significant impact. Additionally, she is currently funding a scholarship for students studying in the D'Amore-McKim School of Business. "We have to step in and help those with financial need," Janet says. "Education played such a role in my success. I want to ensure that similar opportunities are within reach for future generations." Janet's legacy will be providing future students access to a Northeastern education.



Paul Joubert, BA'71

Charitable Gift Annuity

Paul Joubert had a dream: to become a first-generation college student. Northeastern's co-op program made it financially possible to make his dream a reality.  "The real-time practical application of what I learned during my co-op experience, in conjunction with what I learned at school, prepared me for the rest of my life," he says.



Joubert went on to build a successful thirty-eight-year career with PricewaterhouseCoopers, one of the world's largest professional services firms. Working with Northeastern, he carefully planned a series of charitable gift annuities, providing him with income today, and has named the university as a beneficiary in his will. Additionally, PricewaterhouseCoopers is matching a portion of Joubert's gift through its partner benefit program.