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, or visit


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


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The information presented is not intended as legal or financial advice. Please consult your own professional advisors to discuss your specific situation.

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