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

 

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

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Photos by Andrea Kane and courtesy of Paul Sittenfeld '69, Ronald So *71, and Robert Johnstone III '56