"I've been able to do some effective and creative estate planning, which works to the benefit of Princeton, my children, and grandchildren."
-- Walter Craigie '52, investment banker
Through trusts, annuities, and other vehicles, you can receive payments for life—and the satisfaction that Princeton, too, will benefit.
Charitable Remainder Trust
Stocks, real estate, or other assets form the basis of a trust that is managed by Princeton and gives the donor, or anyone the donor designates, quarterly payments for life or a set period. The payment can be fixed or variable, and Princeton receives the balance -- the "charitable remainder" -- when the trust closes.
Charitable Gift Annuity
This kind of annuity offers secure payments free from market risk for up to two individuals age 70 or older. Rates, which are determined by the recipient's age, are fixed when the gift is given, and range from 5.1% to 9.0% of the gift amount.
Pooled Income Fund
These investment funds pool contributions from a number of donors, who, every quarter, receive their share of the income earned. Princeton offers two funds: the Income Fund, invested for current income, and the Tiger Fund, invested for long-term growth.
Questions?
Visit our FAQ on life-income gifts.
Gift planning staffers have more answers. Call 609-258-6318 or e-mail 1746soc@princeton.edu.