Ways of Giving
Alumni and friends make gifts to NWHSU with many kinds of assets and in a variety of forms. Options include cash, checks, credit card payments, gifts of marketable securities, and other assets. We are so grateful for this support, which has helped to build and sustain the University during its 80-year history.
Annual Fund. Plant A Seed.
Annual giving is the foundation of giving back to NWHSU, providing resources each and every year that help sustain our leadership in the field of natural and integrative healthcare. Annual fund dollars also help us provide scholarships to students with financial need. You can make a gift to the Annual Fund in the following ways:
- Online. You can make a single payment or distribute your gift in equal amounts over a specified period of months. Or you can set up a convenient recurring gift, and the University will charge your credit card the amount you specify each month until you tell us to stop. Make an online gift here.
- Give by mail. Make your check payable to Northwestern Health Sciences University and mail it to NWHSU, Office of Development, 2501 West 84th Street, Bloomington, MN 55431.
- Make a payroll deduction. To have gift payments or a recurring gift deducted from your NWHSU paycheck, simply complete the donation form on NWHSU’s workplace.adp.com site.
- Matching gifts. Many employers sponsor matching gift programs and will match charitable contributions made by their employees. Check with your employer to see if it matches your charitable gifts.
Make a Gift of Stock or Mutual Funds
Gifts of stocks or mutual funds can be transferred to NWHSU by providing the transfer instructions below to your broker. The University prefers that the securities be transferred electronically from your personal account at your broker’s firm to the University’s account at Morgan Stanley.
Please send us a copy of your letter of authorization, including information on the name of the stock, the number of shares to be transferred, and the gift designation. Letters may be mailed to Jakki Farr, CFO at Northwestern Health Sciences University, 2501 W 84th Street, Bloomington, MN 55431, or call you can call her directly at (952) 885-5465.
Morgan Stanley DTC 0015
Northwestern Health Sciences University Account: 919-026814-034
ATTN: Deb Kearney, 515-224-5518
Please include the donor name
Before transferring, please contact either Morgan Stanley or Northwestern Health Sciences University to ensure a smooth delivery:
- Deb Kearney at Morgan Stanley at (515) 224-5518 or email@example.com
- Jakki Farr of NWHSU at (952) 885-5465 or firstname.lastname@example.org
- Kathryn Hargis of NWHSU at (952) 777-4943 or email@example.com
Federal Tax ID Number: If you need the university’s Federal Tax ID for the paperwork involved with the security transfer, please use the following: 41-0684657
Endow or Give to a Fund
By endowing your gift, you can make an investment in NWHSU that lasts in perpetuity. Endowed gifts are invested, and the investment income is used to fund the program, scholarship, or faculty support that the donor specifies. This means that the principal gift continues to generate income in perpetuity. For this reason, many donors elect to name endowments in honor of a family member, a favorite professor, the name of their family foundation, or to create a personal legacy.
Endowment opportunities at NWHSU:
Endowed Chair: $500,000 or more
Endowed Professorship. $100,000 or more
Endowed Scholarship: $25,000 or more
Endowed Fellowship: $25,000 or more
Make a Gift Through a Bequest, Estate, or Other Planned Gift
With a planned gift, you can put your assets to work at NWHSU while you and the University share in the benefits. Planned gifts, for example, can help you maintain control of your assets during your lifetime, take advantage of tax benefits, leave a legacy, and even provide lifetime income to yourself or other beneficiaries. Unlike gifts of cash, planned gifts typically come from assets in your estate, rather than disposable income. Our planned giving site introduces the many gift options available.
In addition, NWHSU offers “a living endowment.” This combines a future gift commitment with an annual gift to jump-start the program now. First, you designate funding of a program or need in your bequest or will. Then you jump-start the program through an annual gift commitment, enabling you and the University to see the impact now.
If any of these strategies seems right for you, please get in touch with our Development Office at firstname.lastname@example.org or by calling (952) 777-4943.
Create an IRA Charitable Rollover
If you are at least 70½ years old, you can take advantage of a simple way to benefit NWHSU and receive tax benefits. You can give up to $100,000 from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money. This federal law no longer has an expiration date. Learn more on NWHSU’s Planned Giving site.
Give from a Donor-Advised Fund
An increasingly popular charitable vehicle, Donor Advised Funds (DAF) are an excellent way both to simplify your charitable giving and to meet your charitable goals. If you have a DAF, you can make gifts to NWHSU directly from your fund, and designate them for any use.
NWHSU is grateful for those who give back year after year or who make a major or planned gift to the University. For information about NWHSU’s giving circles and other ways we thank our donors, learn about our Donor Recognition Circles here.