Gift Planning Stories

James R. Posner *70: Shared Priorities, Mutual Benefits

February 13th, 2014 / Gift Planning

When Harvard alumnus Jim Posner was choosing a graduate school, he decided on Princeton because “Princeton was flexible, welcoming, and encouraged individual goals.” It is the same flexibility and attention to individual circumstances that Posner found in Princeton’s Office of Gift Planning when he sought a way to show his “great appreciation” to the University.

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.

Recent IRA Gifts: A Nod to the Past and a Salute to the Future

November 13th, 2013 / Gift Planning

Three alumni -- Huyler Held ’47, H. Dwight Neill ’54, and Mary Deibel *76 -- chose to leave a legacy to Princeton by including the University in their estate plans as the beneficiary of their IRAs. Their support honors their connection to the University while making the experiences that were so important in their lives available to others.

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