Princeton serves as trustee for around 300 charitable trusts with a market value of about $170 million and roughly 300 income beneficiaries. The assets of the other gift arrangements offered by the University, such as pooled income funds and charitable gift annuities, are valued at about $60 million and involve some 300 income beneficiaries.
Performance of Your Investments Princeton reports overall performance of its gift planning program assets to donors in the Annual Report on the Gift Planning Program.
Management of Your Investments Mellon Financial Services works under the direction of Princeton as custodian and administrator for the trusts and pooled income funds.
Princeton’s Office of Asset Administration works closely with your associate in the University's gift planning office to help ensure that your gift arrangements operate smoothly and that you receive timely payments and tax information.
Princeton University Investment Company (PRINCO), which is responsible for the management of the University’s endowment, provides advice on the investment of the University’s gift planning program assets.
Taking the First Step Princeton’s professional gift planning staff can walk you through each step of the gift process, explain the administrative details, and help with paperwork. If you are considering making a gift, we recommend that you first consult with your lawyer. When you decide to make a gift, we can provide you with a draft gift agreement for your attorney’s review.
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