You can now make a significant gift to Annual Giving for your major reunion, while providing for yourself and/or your beneficiaries.
The Annual Giving Legacy Program allows you to earn AG major reunion class credit for life income gifts at the requisite level, starting with the 50th Reunion.
Planned gifts of $100,000 or more made through a charitable trust or a charitable gift annuity are eligible for Annual Giving class credit at face value. These gifts can be made in installments and in advance of a major reunion, allowing you to spread the deduction over multiple tax years. For the first time, Princetonians can now earn reunion credit by making a one-time planned gift from their IRA of $50,000 up to the IRS maximum.
Heading for your 50th Reunion or beyond? Learn how you can make a significant gift for your major reunion, while providing for yourself and/or your beneficiaries through the Annual Giving Legacy Program.
Requirements
- Life income gifts allocated to major reunions beginning with the 50th are eligible for Annual Giving class reunion credit.
- Annual Giving Legacy gifts count for participation and gift credit only in the specified major reunion year. Donors are encouraged to continue their participation in Annual Giving in other years.
- To be eligible, the charitable gift annuity or charitable remainder trust must be funded at $100,000 or higher. Princeton’s gift crediting guidelines were revised in October 2024 to recognize life income gifts, including Annual Giving Legacy gifts, at full face value retroactive to July 1, 2024.
- Annual Giving Legacy gifts ultimately go to permanent endowment upon the death of the last beneficiary. Donors have the option of creating a named fund in recognition of their gift.
- Gifts may be made in advance of the reunion year and must be paid in full by June 30 of the reunion year in order to receive credit to the class’s reunion.
- Outside trusts may be eligible for credit. Donors should contact the Gift Planning team if they have already named, or are interested in naming, Princeton as an irrevocable beneficiary of an outside trust.
- Please contact the Gift Planning team for a custom proposal to see the many options available.
“I want to make a tangible statement of what Princeton has meant to me.” — Bill Paternotte ’67
Charitable Remainder Unitrust Rate
The current standard payout rate for Charitable Remainder Unitrusts (CRUT) is 5%.
Gift Annuity Rates
| Reunion | Rate |
| 50th | 6.6% |
| 55th | 7.4% |
| 60th | 8.6% |
| 65th | 9.5% |
The American Council on Gift Annuities rates as of January 1, 2024. For more information on the new rates click here. For a customized estimate on a CGA, use our online gift calculator, or contact us.
Information provided for illustration purposes only. Rates vary by age and number of annuitants. Donors must consult their financial advisor to understand the benefits of a life income gift in their situation.
Could an Annual Giving Legacy gift work for you?
Please contact us.