Gift Planning

Create Income Now

Princeton offers three types of life income plans. These plans provide payments for life and also allow the University to support student and faculty endeavors.

I’d like to ensure that I have enough money for my 80s and 90s, and give a gift to Princeton, too.

Charitable Gift Annuities provide a fixed income for life.

I have appreciated stock; how can I make a gift to Princeton and continue to receive an income?

Charitable Remainder Trusts provide payments to you/your beneficiaries for life or a specific term.

I’d like to make a more flexible gift to Princeton.

Pooled Income Funds combine gifts from many donors into a common investment pool with income distributed on a pro-rata basis.

If you are a member of a major Reunions class (50th or higher), your Charitable Gift Annuity or Charitable Remainder Unitrust can also count toward your Annual Giving donation through the AG Legacy program. Contributions must be paid in full by June 30 of your Reunion year to qualify.

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

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.

Sample Bequest Language  |  Online Gift Calculator  |  Gift Planning Staff