Gift Planning

Bequests

I’d like to make a gift to Princeton that costs me nothing now.

A bequest is a gift that comes to Princeton after your lifetime.

Through a bequest, you can direct a specific dollar amount or assets to the University. Or, you can direct all or a percentage of the remainder of your estate after your other beneficiaries have received their inheritances and estate-related expenses have been paid.

No will is necessary to designate the University as a beneficiary of your IRA, retirement plan, life insurance, or bank account.

There are two ways to make a gift through your estate:

  1. Make a gift through your will or trust
  2. Name Princeton as a beneficiary of your IRA or qualified retirement plan, insurance policy, or bank account

Bequest Language

The following bequest language can be used in your will:

I give and bequeath to the Trustees of Princeton University, a New Jersey not-for-profit corporation, the sum of ________ Dollars {or all the rest, residue, and remainder of my estate} to be used for the purposes of the University at the discretion of its Board of Trustees.

The University’s tax ID number (EIN) is 21-0634501.

More details can be found in the Bequest Fact Sheet, which includes the steps for making a bequest.

Members of the gift planning staff are available at 609.258.6318 or 1746soc@princeton.edu to discuss your plans, and, should you wish to restrict the purpose of your gift or create a general purpose endowed fund, can provide sample language for you and your attorney to review.

Certain IRS limitations apply. The information presented is not intended as legal or financial advice. Please consult your own professional advisors to discuss your specific situation.

We encourage you to contact the Office of Gift Planning at 609.258.6318 or 1746soc@princeton.edu as a first step. We can help you explore how you can accomplish your bequest intentions for Princeton through gifts of any amount in preparation for a meeting with your attorney or tax advisor.


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


Sample Bequest Language  |  Online Gift Calculator  |  Gift Planning Staff