Gift Planning

Annual Giving Legacy

You can now make a significant gift to Annual Giving for your major reunion, while providing yourself and/or your beneficiaries an income stream.

Wayne Kubal“Like a lot of folks, you know your 50th is coming up and you look at your life and know you want to do something. Annual Giving Legacy was the simplest way to go.”

—Wayne Kubal ’70

Princeton University’s new Annual Giving Legacy Program enables alumni to obtain Annual Giving major reunion class credit for life income gifts at the requisite level, starting with the 50th reunion.

Gifts of $100,000 or more made in the form of a charitable remainder unitrust or a charitable gift annuity are eligible for Annual Giving class credit.

AG Legacy donors

Requirements

  • Life income gifts allocated to major reunions beginning with the 50th are eligible for Annual Giving class reunion credit.
  • Annual Giving Legacy gifts count for participation and gift credit only in the specified major reunion year. Donors are encouraged to continue their participation in Annual Giving in other years.
  • To be eligible, the gift credit must be $100,000 or higher. Per the University’s gift crediting guidelines, the gift credit is derived by doubling the charitable value of the gift (charitable deduction amount) up to the face value of the gift. Adding multiple payment beneficiaries or younger beneficiaries will require a larger up-front contribution (face value) or require deferring the start of income payments in order to meet the gift credit minimum.
  • Annual Giving Legacy gifts ultimately go to permanent endowment upon the death of the last beneficiary. Donors have the option of creating a named fund in recognition of their gift.
  • Gifts may be made in advance of the reunion year and must be paid in full (gift credit minimum met) by June 30 of the reunion year in order to receive credit to the class’s reunion.
  • Outside trusts may be eligible for credit. Donors should contact the Office of Gift Planning if they have already named, or are interested in naming, Princeton as an irrevocable beneficiary of an outside trust.
  • Please contact the Office of Gift Planning for a custom proposal to see the many options available. 

Bill and Nancy Paternotte“I want to make a tangible statement of what Princeton has meant to me.” 

—Bill Paternotte ’67  Read his story

Charitable Remainder Unitrust Rate

The current standard payout rate for Charitable Remainder Unitrusts (CRUT) is 5%. 

Gift Annuity Rates

Reunion Rate
50th 5.7%
55th 6.6%
60th 7.5%
65th 8.3%

Information provided for illustration purposes only. Donors must consult their financial advisor to understand the benefits of a life income gift in their situation.

Could an Annual Giving Legacy gift work for you? Please contact us.

PDF iconDownload the Annual Giving Legacy brochure


Information for Estate Attorneys and Administrators

Our legal name is: Trustees of Princeton University
Our tax ID number is: 21-0634501
Our address and contact information for estates and trusts is:
Office of the General Counsel
Princeton University
New South Building, Fourth Floor
Princeton, NJ 08544
609.258.2500

To cover the costs of investment management, program administration, tax preparation, and legal work, Princeton charges an annual fee in the range of 0.60% to 0.65%; these fees are not deducted from the beneficiary payments. The actual fee depends on the type of life income gift and the account value.


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