Making a Bequest

Freeth family“We believe where a couple decides to direct their lifetime assets is the ultimate testament of what they believe in.”

-- Stephanie Blackburn Freeth ’97 and Tim Freeth ’95

Your bequest can help ensure Princeton’s future
. It can also offer practical advantages to you and your heirs, among them that charitable gifts are 100 percent deductible from your taxable estate.

You can make an unrestricted gift that offers Princeton the flexibility to use your funding where it is needed most. Almost half of the bequests received by Princeton are unrestricted.  The Office of Gift Planning would also be delighted to help you create a bequest for a purpose close to your heart on campus.

Specific Bequest
A specific bequest directs a dollar amount or particular assets such as securities, real estate, or tangible personal property (works of art or rare books) to Princeton. The Office of Gift Planning can help you determine whether the University would be able to accept your gifts of real estate or tangible personal property.

Residuary Bequest
Through a residuary bequest, Princeton receives all or a percentage of the remainder of the estate after specific amounts bequeathed to other beneficiaries have been distributed and estate-related expenses have been paid.

Testamentary Trust
A testamentary charitable remainder trust is created through a will and can provide income for a family member or friend. Princeton receives the remainder after a specified number of years or after the trust beneficiary dies. Alternatively, by providing payments first to Princeton for a number of years, a testamentary lead trust can be used to pass assets to heirs with significant tax advantages to the estate.

We encourage you to contact the Office of Gift Planning at 609-258-6318 or as a first step. We can help you explore how you can accomplish your bequest intentions for Princeton through gifts of any amount in preparation for a meeting with your attorney or tax advisor.

Join the 1746 SocietyUse our online gift calculator  |  Request a gift illustration