Gift Calculator

Enter some basic information into the calculator below to get an estimate of how a life income gift may benefit you in the first year. For an illustration of a deferred gift annuity, please contact the Office of Gift Planning.

The information you enter is completely confidential and is not shared with Princeton staff.

Each individual’s circumstances are different, and can be quite complex. Princeton’s professional gift planning staff can help you fully understand and evaluate the gift options that work most effectively for you and for Princeton.

Please note: Gift calculations are provided for illustrative purposes only. Certain IRS limitations apply. It’s best to seek the help of an estate planning attorney to avoid undesirable legal or tax results.

 

 

Gift Types


Charitable Remainder Unitrust

This trust pays a fixed percentage of its value to you or others for life or a term of years. Payments may increase (or decrease) from year to year depending on investment performance.

Charitable Remainder Annuity Trust

This form of trust pays a fixed dollar amount to you or others for life or a term of years.

Charitable Gift Annuity

A gift annuity is a contract providing you or others with secure, fixed payments.  Annuity rates are based on the ages of one or two annuitants, who must be at least 65 years of age (or 55 for a deferred gift annuity).

Pooled Income Fund

Your gift is combined in a fund with gifts from other Princeton donors. You or others you name receive your gift's share of the actual interest and dividend income the fund earns each year for life.