Expert Advice

Reunions Program on Wise Giving: Families and Philanthropy

June 9th, 2014 / Gift Planning

The choices you make about philanthropy can have a lasting effect on your best asset -- your family -- for generations. Panelists James (Jay) E. Hughes Jr. ’64, a retired attorney and author of the landmark Family Wealth: Keeping It in the Family; Malcolm A. Moore ’59, a trusts and estates attorney; and Richard Rampell ’74, a CPA in estate and charitable gift planning, offer thoughtful guidelines and answer questions.

IRAs: A Smart and Simple Way to Leave a Legacy at Princeton

November 13th, 2013 / Gift Planning

Having an IRA has long been touted as a smart retirement strategy. But while IRAs provide tax benefits during their owners’ lifetimes, they can become a tax liability when they are passed on as an inheritance. The solution? Use the funds to make a charitable gift. That’s what Mark Krosse ’72 is doing for Princeton.

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