PRINCETON generations

Ideas and Strategies from the Office of Gift Planning at Princeton University

Rate Increase — The Good Kind! — Now in Effect

 

New rates—adopted this July—will apply if you are thinking of creating a charitable gift annuity (CGA).

With a CGA, you can make a meaningful gift to the University and receive a fixed annual lifetime income for yourself and/or another person. Rates are based on age when the gift is made.

Some benefits you may receive include:

  • A portion of the lifetime fixed stream will be tax-free
  • Ability to take a partial tax deduction
  • Ability to donate different assets including cash or securities
  • Reduction or elimination of capital gains tax liability
  • Support for Princeton beyond your lifetime

Interested in learning more? Contact the Office of Gift Planning at 609.258.6318, email 1746soc@princeton.edu, or visit giving.princeton.edu/giftplanning

 

Leave a Reply

Your email address will not be published.

Information

This entry was posted on October 29, 2018 in FALL 2018.

CONTACT US

PAST ISSUES

See Generations Archive

Princeton Generations is produced by the Princeton University Office of Development Communications.
The information presented in this publication is not intended as legal or financial advice. Please consult your own professional advisors to discuss your specific situation.
Photos by Steven Freeman, Andrea Kane, and courtesy of Emily Cheng '21, Olivia Kusio ’21, Dimitris Ntaras ’21, and Sabrina Sequeira ’21
css.php