Gift Planning

Wade Pfau

1746 Society Webinar: December 2019

December 9th, 2019 / 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.

Guests at Roberts luncheon

Family and friends celebrate professorships established by Ted Roberts ’60

December 2nd, 2019 / Advancement

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.

1746 Society

1746 Society Webinar: November 2019

December 2nd, 2019 / Gift Planning

 

 

Jenny Jordan McCall

1746 Society Webinar: October 2019

October 24th, 2019 / Gift Planning

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.

Ron Brown

1746 Society Webinar: September 2019

September 16th, 2019 / Gift Planning

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.

John Nash '67

No Mystery Here: Technology Pioneer John C. Nash ’67 Got His Start at Princeton

August 9th, 2019 / Gift Planning

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.

Robert D’Acquisto ’72 and partner

An Evolving View of Princeton Sparks Plans for Robert D’Acquisto ’72

March 1st, 2019 / Gift Planning

Robert D’Acquisto’s estate plan provides for Princeton, with funds earmarked for initiatives that promote college success. “These programs exemplify how I want to give back,” D’Acquisto says of his decision to join the 1746 Society by including Princeton in his will. “Princeton has evolved and my view of my early experiences at Princeton has evolved. I don’t have biological children, but I want to do something for the next generation.”

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