Gift Planning

A charitable gift annuity provides guaranteed payments to you and/or your beneficiaries age 65 or older for the payees’ lifetime. The remainder then supports the Princeton programs of your choice.

A charitable remainder trust (CRT) allows you to donate property or assets while continuing to receive payments based on those assets.

You can now make a significant gift to Annual Giving for your major reunion, while providing yourself and/or your beneficiaries an income stream.

An estate plan gives you peace of mind that you’re doing everything you can for those you care about most.

Giving a gift of real estate can be a highly effective philanthropic and financial strategy.

Charitable lead trusts allow you to make a significant gift to your children, grandchildren, or other heirs on a date you specify, while also making a gift that benefits Princeton now.

Retirement plans and IRAs are among the most highly taxed assets in an estate: 50% or more of the assets can be lost to estate and income taxes.

Making your gift from retirement funds can offer significant tax and planning advantages by withdrawing funds yourself and taking an offsetting deduction in the same tax year, or by making a qualified charitable distribution. Either method counts toward distribution requirements (RMD) and gets assets out of the estate.

Get an estimate of how a life income gift may benefit you in the first year. The information you enter is completely confidential and is not shared with Princeton staff.