Ideas and Strategies from the Office of Gift Planning at Princeton University
If your 50th Reunion or higher is approaching, consider making an Annual Giving Legacy gift that can help you accomplish several goals:
An Annual Giving Legacy gift allows you to earn AG major reunion class credit for life income gifts at the requisite level, starting with the 50th Reunion. Gifts with a credit value of $100,000 or more, made through a charitable trust or a charitable gift annuity, are eligible.* These gifts can be made in installments and in advance of a major reunion allowing the you to spread the deduction over multiple tax years.
Your gift will generate funds to support Princeton in perpetuity as part of your class’s Annual Giving endowment fund or as an endowment fund in your name — you choose how your permanent legacy gift will be forever recognized at Princeton.
*Please note: Princeton’s gift credit is calculated by doubling the charitable value of the gift (charitable deduction amount) up to the face value of the gift. Factors such as multiple payment beneficiaries, younger beneficiaries, and changes in federal rates often reduce the charitable deduction and require a larger up-front contribution (face value) or require deferring the start of income payments in order to meet the gift credit minimum. Please contact the Office of Gift Planning for a custom illustration based on your situation.