On Feb. 26, a panel of alumni experts spoke to the Princeton community in New York City on how issues of global mobility affect marital rights and citizenship, inheritance, trusts and taxation, and charitable giving. The event was hosted by Ellen Kratzer ’84, and presented by the Office of Gift Planning.
How Much Can I Spend in Retirement?
Wade D. Pfau, PhD *03, Professor of Retirement Planning, The American College
For those of us wishing to retire one day, we are increasingly responsible for figuring out how to save during our working years and converting these savings into sustainable income for an ever-lengthening number of retirement years. The nature of risk changes in retirement, as the lifestyles of retirees become more vulnerable to the impacts of market volatility, unknown longevity, and spending shocks. Retirees have one opportunity to build a successful plan. It is not an easy task, but it is manageable. It this webinar we consider retirement risks and how to approach building a plan to meet the financial goals of retirement while managing these risks.
In early November, family and friends of the late Edward “Ted” Roberts ’60 came to campus to celebrate his legacy and his generous bequest to Princeton, which established three new endowed professorships named after instructors Ted admired as an undergraduate in the Department of Art and Archaeology: the Donald Drew Egbert Professorship of Modern Architecture, the David R. Coffin Professorship of Renaissance Architecture, and the James Holderbaum Professorship of Renaissance and Modern Sculpture.
The Annual Giving Legacy Program: Generosity Pays!
Gifts made in the form of a gift annuity or charitable trust—gifts that make payments to the donor or other beneficiaries for life or a term—can now be credited to reunion giving campaigns starting at the 50th. Learn about the tax considerations and ways donors use these giving structures to diversify their retirement income, avoid or reduce capital gains tax, and move assets out of their estate.
Presented by Jennifer Jordan McCall ’78, Partner, Estates, Trusts & Tax Planning, Pillsbury Winthrop Shaw Pittman LLP
Most of us work very hard to achieve financial security for ourselves and our families. It can be shocking to find out that falling prey to unforeseen traps may negatively impact our personal and financial safety. Learn how to identify warning signs before issues arise and safeguard your assets and loved ones.
Fifty years after Woodstock, co-creator Joel Rosenman '63 looks back at the event that defined a generation and shares his plans for bringing it to Broadway.
Presented by Ron Brown ’72, Author of “A History of Charitable Gift Planning”
Princeton has been shaped by magnificent bequests and planned gifts, from the Scheide Library and the Graduate College campus to founding bequests in the 1700s. This richly illustrated webinar features Princeton heroes such as George Washington and James Madison, gifts of important manuscripts, paintings, and objects, and the fruits of endowed funds.
Technology pioneer John C. Nash ’67 didn’t forget that it was at Princeton where he discovered his love of mathematics, switching from psychology after spending his sophomore summer catching up on courses he needed to change his major. His bequest to the University, given for the University to use where it is most needed, was just shy of $1 million.
On Saturday, June 1, nationally recognized experts Jennifer Jordan McCall '78, T. Randolph "Randy" Harris '72, and Victoria Baum Bjorklund '73 shared their thoughts on how to preserve your assets for your family and charities by avoiding bad choices and unscrupulous individuals in relationships, investments, and businesses.