“I am grateful for the education I received, and this is a form of saying ‘thank you.’”
-- Peter Trent ’54
Through trusts, annuities, and other vehicles, you can receive payments for life—and the satisfaction that Princeton, too, will benefit. Princeton offers four types of life income gifts:
- charitable gift annuities provides a fixed income for life.
- charitable remainder unitrusts, which make payments that change with the market and charitable remainder annuity trusts, which provide a fixed income like a gift annuity, but the tax treatment of the payout may be preferable for donors giving highly appreciated assets.
- charitable lead trusts, which can reduce gifts taxes when transferring wealth to your heirs while generating a charitable gift from the income and appreciation.
- pooled income funds, which combine gifts from many donors into a common investment pool with income distributed on a pro-rata basis.
Performance of Life Income Portfolios
Visit our FAQ on life income gifts.
Gift planning staffers have more answers. Call 609-258-6318 or e-mail email@example.com.