Gift Planning

Pooled Income Fund

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

Princeton’s Tiger Fund invests contributions from a number of donors and make payments based on their share of the income.

How it works:

  1. You contribute at least $25,000 to the Tiger Fund.
  2. You or your designee receive quarterly payments for life.
  3. You may add $1,000 or more at any time, as often as you like.
  4. The remainder becomes a gift to Princeton.

Donors may designate up to two beneficiaries (for instance, a spouse, children, or grandchildren).

Benefits

  • Lifetime income for you and/or a designee
  • Funds can be added at any time
  • Payments vary depending on investment performance
  • Capital gains tax are eliminated for appreciated securities when the donor is also the designee
  • The assets contributed are removed from your taxable estate, unless you name beneficiaries other than you or your spouse*
  • Recognition as a member of the 1746 Society

Tiger Fund: This fund invests primarily in stocks; its objective is to provide long-term growth resulting in higher income over the long term

Could a pooled income fund work for you? Please use our online gift calculator, or contact us.

*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.


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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